Approved IAR CE Courses

As we wrap up the season of giving, it is time to plan for another year of client gifting. Gifting can be a major goal for a client's life and legacy, but this process can often lead to unexpected tax liabilities and reporting obligations. Advisors can add immense value by helping clients avoid common pitfalls associated with gifting and strategizing methods to structure gifts for tax efficiency. In this webinar, David Haughton, JD, CPWA' walks through 3 common methods of gifting (direct gifts, gifts in trusts, and gifts to 529 plans) along with their respective benefits, common pitfalls, tax implications, and gift tax reporting requirements. Furthermore, David contextualizes core gifting concepts, such as completed gifts, fair market valuations, Crummey powers, and basis planning, in common client circumstances, highlighting how advisors can think through how to fulfill a client's gifting goals while also thinking more broadly about the practical implications of each gifting strategy.

S Corporations, and their taxation, are of interest for financial planners as much as they are for financial planning clients. For instance, what is 'reasonable compensation'? Or how is the health insurance premium handled? - These are questions financial planners have to answer for clients as well as sometimes for themselves. This month's webinar will arm financial advisors with the benefits, limitations, and strategies for S-Corps that they can share with clients and use for themselves.

Advisors today face a fast-changing tax landscape shaped by the One Big Beautiful Bill Act (OBBBA) and upcoming shifts in tax law. In this interactive panel, Michael Kitces and three expert practitioners will share their best current and forward-looking tax planning ideas. From actionable strategies to implement post-OBBBA, to year-end planning conversations, to new concepts that will matter in 2026 and beyond, this session will equip advisors with practical ideas they can bring directly into client meetings.

The SECURE Act's elimination of the 'stretch IRA' for most non-spouse beneficiaries has created new challenges and opportunities for financial advisors guiding clients through wealth transfer. Under the 10-Year Rule, impacted beneficiaries must fully deplete inherited retirement accounts within a decade, often resulting in compressed distribution windows and increased tax liabilities.In this webinar, Jeff Levine explores how to navigate these complexities through proactive and post-inheritance planning. Attendees will learn how to distinguish between different beneficiary types, apply strategic distribution timing, and evaluate techniques such as Roth conversions, disclaimers, and changes to beneficiary designation. Using a variety of examples, Jeff emphasizes the core principle of paying taxes when rates are lowest to maximize after-tax legacy outcomes while also being aware of the impacts each strategy could have on other facets of a client's financial life.