CPE Catalog & Events

Behavioral profiling Psychology and reasoning related to both investigators and perpetrators

The neuroscience of psychopathy The psychology of skepticism Psychology and reasoning related to both investigators and perpetrators

Mapping mechanics Common pitfalls Popular retirement myths Defining retirement Developing a plan Savings Assets

Building an effective time management framework Three time factors-time wasters, time savers and time management techniques Managing "oneself" to improve the management of time

Exemptions and exclusions Portability and step-up in basis Asset valuation Discounts Marital and charitable deductions Deductions: Transmission expenses and Administration expenses (706 or 1041) Income in respect of a decedent and retirement plan assets Life insurance and annuities Trust or estate administration Trust funding

Will Your Advance Directive Protect You Both Personally and Financially? Creating Trusted Planning Relationships Retirement Plans, Roth Planning and Conversions Reverse Mortgages

New developments: Federal and California update IRS audits of estate tax returns New RMD rules, Roth conversions and estate planning for large retirement plans Update from Washington regarding tax law changes Helping your clients reduce, defer or eliminate capital gains taxes Trust reformation and decanting update Hot topics in international tax and estate planning and considerations for transfers to non-U.S. citizen spouses Valuation of notes The feasibility of using IDGTs and how you use it Planning for changing exemption in 2025 Flow-through entities and impact on trusts Changing exemption panel discussion Charitable planning Special needs trusts

What is the significance of the retirement plan beneficiary? Primary vs. contingent beneficiaries Is a trust a "designated beneficiary?" Why do people want to name a trust as the beneficiary? Income tax aspects of trusts as beneficiary What happens when the trust beneficiary dies?

VLOOKUP function SUMIFS function VLOOKUP and SUMIFS comparison

Team roles High-performing teams Success behaviors

Cognitive routines Psychological safety Learning from risk and failure

Estate Planning Estate & Gift Taxes Plans, Devices & Techniques

Environmental, Social, and Governance (ESG)