12 - Practitioner Interview, Guy Matthews 1

2-7 - Distinguish between the sale of a business interest for installment notes or private annuities.

12 - Practitioner Interview, Guy Matthews 2

2-11 - Discuss the differences between purchases and sales of pass-through entities and corporate stock.

8-3 -Describe how life insurance can be used advantageously in planning a client's estate.

1-7 - Describe the tax treatment of pass-through entities

5-6 - Identify financial and estate considerations unique to blended families.

7-6 - Identify the key credits available to families with special needs individuals, and discuss the requirements for their use and the extent of the tax benefit.

4-13 - Understand the methods used to value retirement plans.

4-7 - Examine property settlements in the context of divorce.

4-11 - Differentiate among retirement plan categories and the plans themselves.

3 - Practitioner Interview, Albert Gibbons

3 - Expert Analysis – Albert Gibbons

3 - Expert Analysis – Guy Matthews Seg 2

3 - Practitioner Interview, Guy Matthews

3 - Expert Analysis – Guy Matthews Seg 3

10-1 - Financial Planning Techniques When Working With Non-traditional Clients

11-1 - U.S. Law as it Relates to Same-Sex Marriage

10-2 - Financial Planning Issues for Non-married Partners

11-2 - Impact of Recent Court Rulings on LGBT Clients