Archived Webinars
TURN LEMONS INTO LEMONADE: FINDING CASH IN UNWANTED LIFE INSURANCE POLICIES
Recorded Date
June 26, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
LIFE INSURANCE TRIAGE IN THE AGE OF CORONAVIRUS (COVID-19)
Recorded Date
May 28, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
LIFE SETTLEMENTS: HOW CPAs CAN BE A LINE OF DEFENSE FOR CLIENTS
Recorded Date
September 26, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
TAX REFORM IMPACTS: LIFE SETTLEMENTS & LIFE INSURANCE VALUATION WITH HNW CLIENTS
Recorded Date
December 13, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
LIFE SETTLEMENTS: CPA BEST PRACTICES
Recorded Date
November 14, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
