Estate Planning for Unique Assets: Valuation, Tax, Transfer Tactics, and More
Are you addressing all your clients' unique planning needs? This course is designed to provide in-depth knowledge and practical guidance on estate planning strategies specifically tailored to individuals with unique assets. Explore the complexities of valuing and transferring assets such as real estate, businesses, IP, art, collectibles, and more. You'll come away with valuable insights and strategies for effectively planning the estates that include unusual assets. Register today!
- Delve into the tax implications and reporting requirements of specific assets.
- Learn about various transfer tactics, including the use of trusts, charitable giving and qualified small business stock.
- Address ethical considerations of handling unusual assets like cryptocurrency and AI IP rights.
- Ensure accurate valuation of highly volatile assets.
Original: $99.00
-65%$99.00
$34.65Estate Planning for Unique Assets: Valuation, Tax, Transfer Tactics, and More
Are you addressing all your clients' unique planning needs? This course is designed to provide in-depth knowledge and practical guidance on estate planning strategies specifically tailored to individuals with unique assets. Explore the complexities of valuing and transferring assets such as real estate, businesses, IP, art, collectibles, and more. You'll come away with valuable insights and strategies for effectively planning the estates that include unusual assets. Register today!
- Delve into the tax implications and reporting requirements of specific assets.
- Learn about various transfer tactics, including the use of trusts, charitable giving and qualified small business stock.
- Address ethical considerations of handling unusual assets like cryptocurrency and AI IP rights.
- Ensure accurate valuation of highly volatile assets.
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Description
Are you addressing all your clients' unique planning needs? This course is designed to provide in-depth knowledge and practical guidance on estate planning strategies specifically tailored to individuals with unique assets. Explore the complexities of valuing and transferring assets such as real estate, businesses, IP, art, collectibles, and more. You'll come away with valuable insights and strategies for effectively planning the estates that include unusual assets. Register today!
- Delve into the tax implications and reporting requirements of specific assets.
- Learn about various transfer tactics, including the use of trusts, charitable giving and qualified small business stock.
- Address ethical considerations of handling unusual assets like cryptocurrency and AI IP rights.
- Ensure accurate valuation of highly volatile assets.
