Slides |
Topic 1 - Yeung-Ha - Condensed Presentation - Representing the Elder Unmarried Couple | Available after Purchase |
Topic 2 - Grimaldi - Accounting Issues and Tax Planning for the Unmarried Couple | Available after Purchase |
Topic 3 - Sciacca - Trusts and Estates Planning for the Unmarried Couple - Advising Unmarried Couples in Trusts & Estates Matters | Available after Purchase |
Topic 3 - Sciacca - Trusts and Estates Planning for the Unmarried Couple - Estate Tax Planning for Unmarried Couples | Available after Purchase |
Materials |
Administrative Material | Available after Purchase |
Program Agenda | Available after Purchase |
Topic 1 - Yeung-Ha - Expanded Presentation - Representing the Elder Unmarried Couple | Available after Purchase |
Topic 1 - Yeung-Ha - Supporting Information - Representing the Elder Unmarried Couple | Available after Purchase |
Topic 2 - Grimaldi - Supporting Information - Accounting Issues and Tax Planning for the Unmarried Couple | Available after Purchase |
Topic 4 - Case Studies | Available after Purchase |
Faculty Biography - James Grimaldi | Available after Purchase |
Faculty Bio - Thomas Sciacca | Available after Purchase |
Faculty Bio - Pauline Yeung-Ha | Available after Purchase |
Complete Course Materials | Available after Purchase |
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 |
Accounting Issues and Tax Planning for the Unmarried Couple (Audio Only)
Original Program Date: 06/14/2016 |
Ethical Issues Raised When Representing the Unmarried Couple (Audio Only)
Original Program Date: 06/14/2016 |