Audio Download
Accounting Issues and Tax Planning for the Unmarried Couple (Audio Only)
- Old iMIS Number:
- 80EI2_02
Description
Total Credits: 1.00 | Areas of Professional Practice: 1.00
Materials
| 1b - POWERPOINT Slides - Representing the Elder Unmarried Couple (371.4 KB) | Download | ||
| 1c - POWERPOINT Attachments - Representing the Elder Unmarried Couple (2 MB) | Download | ||
| 2b - MATERIALS - Accounting Issues and Tax Planning for the Unmarried Couple (344.7 KB) | Download | ||
| 2c - SUPPORTING MATERIALS - Accounting Issues and Tax Planning for the Unmarried Couple (161.1 KB) | Download | ||
| 3b - POWERPOINT Slides - Advising Unmarried Couples in Trusts & Estates Matters (217.1 KB) | Download | ||
| 3c - POWERPOINT SLIDES - Estate Tax Planning for Unmarried Couples (107.9 KB) | Download | ||
| 4b - MATERIALS - Case Studies (60.4 KB) | Download | ||
| 5b - BIO - James Grimaldi (152.5 KB) | Download | ||
| 5c - BIO - Thomas Sciacca (36.3 KB) | Download | ||
| 5d - BIO - Pauline Yeung-Ha (49.9 KB) | Download | ||
Alternate Options
|
Ethical Issues Raised When Representing the Unmarried Couple (Audio Only)
Original Program Date: 06/14/2016 |