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Approved CLE Courses

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Course ID# Sort ascending Title Course Provider Course Type Course Date Total Attendance Credits Online/Audio Visual (Pre-Recorded) Credits In House Credits Legal Ethics, etc.* Credits Add Course
80998 Advanced Planning Presents: Trust as Beneficiary of Retirement Accounts: RMD and Income Tax Traps Live Attendance 1.20 0 0 0.00 Add Course
78128 Advanced Planning Presents: Income Tax Considerations for Those with Special Needs Live Attendance 1.00 0 0 0.00 Add Course
75536 Advanced Planning Presents: Life Insurance in Business Succession Planning Live Attendance 1.00 0 0 0.00 Add Course
72808 Advanced Planning Presents: The Baker's Dozen 13 Things You May Not Know About Preparing a Federal Estate Tax Return Live Attendance 1.20 0 0 0.00 Add Course
70562 Advanced Planning Presents: Essential IRA Tips for Saving Taxes and Avoiding Penalties Live Attendance 1.00 0 0 0.00 Add Course
67329 Advanced Planning Presents: Private Foundations, Public Charities, and DAFs, Oh My! Live Attendance 1.20 0 0 0.00 Add Course
65092 Advanced Planning Presents: Estate Planning after the Great Grantor Trust Scare of 2021 (Webinar) Live Attendance 1.00 0 0 0 Add Course
61923 Estate Planning with Illiquid Assets Live Attendance 1.20 0 0 0 Add Course
59645 Advanced Planning Presents: Nonqualified Deferred Compensation Using Life Insurance Live Attendance 1.20 0 0 0.00 Add Course
56735 Advanced Planning Presents: Pending Estate Tax Reform - Proposal Overview and Planning Live Attendance 1.20 0 0 0.00 Add Course
54294 Advanced Planning Presents: Planning for the End of Stretch IRAs Live Attendance 1.20 0 0 0 Add Course
18227 Advanced Planning Seminar - Estate, Business & Retirement Planning 2016 Live Attendance 12.00 0 0 0.00 Add Course
18227 Advanced Planning Seminar - Estate, Business & Retirement Planning 2016 Live Attendance 12.00 0 0 0.00 Add Course
18227 Advanced Planning Seminar - Estate, Business & Retirement Planning 2016 Live Attendance 12.00 0 0 0.00 Add Course
18227 Advanced Planning Seminar - Estate, Business & Retirement Planning 2016 Live Attendance 12.00 0 0 0.00 Add Course
18227 Advanced Planning Seminar - Estate, Business & Retirement Planning 2016 Live Attendance 12.00 0 0 0.00 Add Course
18227 Advanced Planning Seminar - Estate, Business & Retirement Planning 2016 Live Attendance 12.00 0 0 0.00 Add Course
18227 Advanced Planning Seminar - Estate, Business & Retirement Planning 2016 Live Attendance 12.00 0 0 0.00 Add Course
18227 Advanced Planning Seminar - Estate, Business & Retirement Planning 2016 Live Attendance 12.00 0 0 0.00 Add Course
18227 Advanced Planning Seminar - Estate, Business & Retirement Planning 2016 Live Attendance 12.00 0 0 0.00 Add Course
12653 Advanced Planning Seminar - Estate, Business & Retirement Planning 2015 Live Attendance 12.00 0 0 0 Add Course
12653 Advanced Planning Seminar - Estate, Business & Retirement Planning 2015 Live Attendance 12.00 0 0 0 Add Course
12653 Advanced Planning Seminar - Estate, Business & Retirement Planning 2015 Live Attendance 12.00 0 0 0 Add Course
12653 Advanced Planning Seminar - Estate, Business & Retirement Planning 2015 Live Attendance 12.00 0 0 0 Add Course
12653 Advanced Planning Seminar - Estate, Business & Retirement Planning 2015 Live Attendance 12.00 0 0 0 Add Course