DiscoverHS 314 Video: Applications in Financial Planning I
HS 314 Video: Applications in Financial Planning I
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HS 314 Video: Applications in Financial Planning I

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Fri, 07 Mar 2014 19:36:43 GMT





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HS 314 Course Intro Duffy
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/mO/diqeZB5xJB1pBiXc5mmPUFdmLdipw4DigArTCfu3g/hs-314-course-intro-duffy.mp4
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Mon, 27 Jul 2015 22:10:34 GMT
f08f7a636da5489e8f5066d155f580e9
00:01:22
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HS 314 How To Use Course Duffy
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/yD/51cAidaIZL3QuvheuSxLBb7HOtbSlVBI32Dzu_XUQ/hs-314-how-to-use-course-duffy.mp4
2


Mon, 27 Jul 2015 22:09:43 GMT
e86774ba395e4cc798f24d52ea09c958
00:01:11
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0-0 HS 314 Course Introduction
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/DC/1QHMydZsHGjmrRa_tfyLGRlEVoJ11iQ1KgRJbRRLU/140310_hs314_kurlowicz_course_intro.mp4
3


Wed, 28 May 2014 14:37:41 GMT
49919322f36a42aaa672e8f983145234
00:00:48
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1-1 - Identify the entity choices available to operate a business.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/6W/F7IojKINkB2j4PIvCtYDTNhc2n1yPCfxDZhmIJz7I/140310_hs314_kurlowicz_ch_01_lo001.mp4
4


Wed, 28 May 2014 14:36:33 GMT
6680c089838343a89bbd9a8d95190f6f
00:02:34
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1-2 - Describe the formation of the business entity types.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/TZ/flxOFn19XaucKN1nYarGPqVnz3b76ntymT0nEdxxk/140310_hs314_kurlowicz_ch_01_lo002.mp4
5


Wed, 28 May 2014 14:36:25 GMT
edde5baeb4b64734b3f12550539ee664
00:01:26
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1-3 - Discuss how the owners control and manage business entities.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/OU/0yRagxZynVDmTHhDwaLofPMa_-ilTQmK-9I8qX320/140310_hs314_kurlowicz_ch_01_lo003.mp4
6


Wed, 28 May 2014 14:38:09 GMT
472d04c13e7543cc8276d9a320c8bda6
00:01:48
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1-4 - Identify the limitations and opportunities for capital formation in business.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/vQ/WOxFnAxYhnFpUPviwDWClHFeG8jDBHpMoXiFz3ByY/140310_hs314_kurlowicz_ch_01_lo004.mp4
7


Wed, 28 May 2014 14:37:14 GMT
513dc9febf9d434f8801cbbfa9521c5c
00:01:27
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1-5 - Discuss the difference between business entities with respect to liability of the business owners.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/1m/yf5dNhb8M4ZjYJ1FwjyN5DfTIHZahRjJEFlMtW9fY/140310_hs314_kurlowicz_ch_01_lo005.mp4
8


Wed, 28 May 2014 14:37:24 GMT
8bff2b4ad5fa4f07a16faeab1279bf5f
00:02:00
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1-6 - Discuss the impact of the tax of net investment income on business owners
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/9n/6jWJASLv2nsdhJ5BI6WsJ8VmI-1Op6Y4pdb3JVdsU/140310_hs314_kurlowicz_ch_01_lo006.mp4
9


Wed, 28 May 2014 14:37:31 GMT
96da797bc5a1409d9fafbd54ebe7fe1b
00:01:21
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1-7 - Describe the tax treatment of pass-through entities
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Lx/KYNGaVg6fc8o3tOACGynh-begQACqjFRNkDSkD_WA/140310_hs314_kurlowicz_ch_01_lo007.mp4
10


Thu, 05 Sep 2019 18:08:16 GMT
aabf0ae637d645e4a5a1d4106f408c52
00:03:24
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1-9 - Discuss the differences between business entities with respect to compensating active and inactive business owners.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/le/9_cpcBcu_fT3YcnuQuy7glT6H1QsaDn_77c1KEaIk/140310_hs314_kurlowicz_ch_01_lo009.mp4
11


Wed, 28 May 2014 14:35:50 GMT
60d18f850547412f8bc424b3fdc31476
00:01:43
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1-10 - Identify the causes of continuity problems for a closely held business.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/FC/JgQdUhwIqW2Na99dSAyi8nk4T-iGAR9sNBWA2IrAE/140310_hs314_kurlowicz_ch_01_lo010.mp4
12


Wed, 28 May 2014 14:38:02 GMT
39a6d6a214d54ecaa99ba4df91851255
00:02:02
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1-11 - Describe the methods for handling the key employee risk.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/L0/-qoXcHMlJfARoVNPE7N3DKQ6Zuw9D0m7E2CejlUk0/140310_hs314_kurlowicz_ch_01_lo011.mp4
13


Wed, 28 May 2014 14:37:53 GMT
0510bbd3cbb64d8c9a442aedaf675a61
00:02:58
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2-1 - Identify the steps in the transition of the business owner to his or her retirement.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/hu/n-GrA1utGm0QS0jiQjxjZ0s9Yu90aEFFCb3QrEyUA/1405015_hs314_kurlowicz_ch_02_lo001.mp4
14


Wed, 28 May 2014 14:38:37 GMT
a3e85e86136046b48816766cc571f157
00:01:48
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2-2 - Discuss the possibilities for providing income to the business owner in retirement.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/-L/H09yhql3RZgKCFi7aduuo5Y6XSCwPmNC5Zx6q7b1w/1405015_hs314_kurlowicz_ch_02_lo002.mp4
15


Wed, 28 May 2014 14:38:35 GMT
7675a0a7f1a544caa31b3a1f0c894592
00:00:54
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2-3 Discuss the estate planning objectives for the owner of a closely held business.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Ez/4xIhd7go3a2EK1-hIcvRa_wlpPSd9uWJEoOPzobmQ/1405015_hs314_kurlowicz_ch_02_lo003.mp4
16


Wed, 28 May 2014 14:41:44 GMT
3e79a7a1e38e415c802fe7772d6c71d7
00:01:07
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2-4 Describe the role of the business owner’s advisers in the business succession/estate planning process
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/wF/XqXbLrdOL5ZvTeVEq8_KcclELPBNkdXJR5nhPExoA/1405015_hs314_kurlowicz_ch_02_lo004.mp4
17


Wed, 28 May 2014 14:39:58 GMT
63bba83cbe8c43f1ae7f5fadc77b00f4
00:01:31
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2-5 - Describe the process of forecasting the client’s estate tax liability
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/ZB/Z77vR4glmPKCh24nSWL0aCF2V0gz9C2i8I0qzyPMU/1405015_hs314_kurlowicz_ch_02_lo005.mp4
18


Wed, 28 May 2014 14:39:38 GMT
6c38c65f616d468abd0955f42160e506
00:04:18
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2-6 - Describe the discounting techniques for gifts of business interests.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/sg/Xehocu_a2jT-Cs5y4gX1E2f8DXYa0u3KplNuMQhDc/1405015_hs314_kurlowicz_ch_02_lo006.mp4
19


Wed, 28 May 2014 14:38:34 GMT
efc829a838f44582b67cb56068744b0f
00:02:43
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2-7 - Distinguish between the sale of a business interest for installment notes or private annuities.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/jI/Q2LZCfH3ZOlQFC_qrRv07WZSe3PwOtaLyINJaIAJk/1405015_hs314_kurlowicz_ch_02_lo007.mp4
20


Thu, 05 Sep 2019 18:09:38 GMT
be6e56b6aa7a4d1385d365dfe28abb2f
00:03:55
no



2-8 - Explain how the provisions of Sec. 6166 can assist the estate of a closely held business owner.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/8t/7z-UflzYCrFKwMhj0llg_nh3WCRriNm_MbrCll3Qs/1405015_hs314_kurlowicz_ch_02_lo008.mp4
21


Wed, 28 May 2014 14:40:37 GMT
dacaef681abf42689eabb7a8920fee34
00:01:19
no



2-11 - Discuss the differences between purchases and sales of pass-through entities and corporate stock.
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/AX/2M-PFKHAyIqSijxGHhCWmTpicLrCIc-pKYCt1tFpQ/1405015_hs314_kurlowicz_ch_02_lo011.mp4
22


Thu, 05 Sep 2019 18:09:22 GMT
35d944f98dc14119963d78ceaffa586f
00:03:28
no



2-12 - Identify the advantages of an irrevocable life insurance trust (ILIT).
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/0i/xgA6cM0XkR1O-LQ-EThPTvlVW1meqj3GvgoMm8HCE/1405015_hs314_kurlowicz_ch_02_lo012.mp4
23


Wed, 28 May 2014 14:38:24 GMT
e400da51b65246c889d73e1d2f7411d2
00:01:28
no



3 - Business Succession Scenario 1
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Tz/xnuuDnd5PlMzH5U1kfCdW2INGcDF9OQAeGkamCgVI/hs314_business_succession_scenario.mp4
24


Thu, 03 Jul 2014 18:11:49 GMT
ec3aa3585a0a4257ba7498c3ecb7e6ba
00:07:48
no



3 - Business Succession Scenario 2
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/2K/oEHS72uQ7WEe_UJPIby1iUuSiuFtl3geqtlWVrKGE/hs314_business_succession_scenario-2.mp4
25


Thu, 17 Jul 2014 16:57:55 GMT
223ad4fc475d425181465a2991e5d28f
00:05:34
no



3 - Business Succession Scenario 3
http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/MP/-tOnRobw3j5OnGXZlX_Iq61K6mXETlDD5XALGOSuU/hs314_business_succession_scenario-3.mp4
26


Thu, 17 Jul 2014 16:57:33 GMT
a6e4ac5d41a24d61a66ab9f2f22179db
00:07:10
no



3 - Bus
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