Trust Planning Under the New Tax Law

Attend upcoming webinar and earn continuing education credits. Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Trust Planning Under the New Tax Law January   11 3 pm - 4:30 pm ET Presenter: Carl Fiore, managing director of Andersen Tax Credits: CPE, CLE in all states (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   In this practical webinar, you will learn about the new tax law as it applies to trusts and its impact on trust planning. You will also learn about the changing climate regarding state taxation of trusts and the interplay between state and federal tax planning. Upon course completion, you will be able to: Identify which of the new tax provisions directly impact trusts and estates Identify which of the new tax provisions that impact individuals Determine how state law affects trust planning Implement planning approaches under the new tax law Learn More Register Today About The Presenter   Carl C. Fiore is the managing director of Andersen Tax. Mr. Fiore's primary practice areas are gift and estate planning, planning for same-sex couples, and fiduciary income tax. Mr. Fiore regularly advises clients on developing and implementing wealth maximization plans through the use of family entities, income tax planning, stock option planning, charitable giving strategies, and effective gift and estate tax planning. Mr. Fiore is a graduate of St. John's School of Law and holds an L.L.M. in estate planning from the University of Miami School of Law. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 1,500 on-demand courses Learn More Upcoming Webinars FMLA Intermittent Leave Issues: Strategies for Preventing Abuse January 7 at 3 pm ET Learn More The Business Case for LGBTQ Inclusion in the Workplace: Navigating Policies, Procedures, Practices, and Bathrooms January 8 at 1 pm ET Learn More The New Tax Laws and How They Affect Divorce Settlements re: Alimony, Child Support, and Other Issues January 9 at 1 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.

Reporting with PivotTables

Attend upcoming webinar and earn continuing education credits. Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Reporting with PivotTables January   9 3 pm - 4:40 pm ET Presenter: Jeff Lenning, founder of Click Consulting Inc. Credits: CPE (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   The PivotTable feature of Excel creates PivotTable reports that help you complete your reporting tasks faster. In this webinar, you'll learn how to use the PivotTable feature of Excel and create reports without writing a single formula. Upon completion of this course, you'll be able to: Explain what PivotTable reports are and describe their benefits Utilize Excel's PivotTable feature Create PivotTable reports quickly and confidently Learn More Register Today About The Presenter   Jeff Lenning, CPA, is the author of Excel University and founder of Click Consulting Inc., a technology consulting firm. Before that, Mr. Lenning was a senior financial analyst at Gateway computers and accounting manager at Interpore Cross International. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 1,500 on-demand courses Learn More Upcoming Webinars FMLA Intermittent Leave Issues: Strategies for Preventing Abuse January 7 at 3 pm ET Learn More The Business Case for LGBTQ Inclusion in the Workplace: Navigating Policies, Procedures, Practices, and Bathrooms January 8 at 1 pm ET Learn More The New Tax Laws and How They Affect Divorce Settlements re: Alimony, Child Support, and Other Issues January 9 at 1 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.