Content Provider
Gassman crotty den

Middlebanner excelceo05072024
Self-Study CPE
TOOLS AND STRATEGIES TO AVOID ESTATE PLANNING TRAGEDIES
View Details/Register
IRS PRESENTING: ADVOCATING FOR TAXPAYERS WHO RECEIVE COLLECTION NOTICES
View Details/Register
WORKER CLASSIFICATION: EMPLOYEE OR INDEPENDENT CONTRACTOR?
View Details/Register
EXPATRIATION AND THE EXIT TAX: PROS AND CONS OF RENOUNCING CITIZENSHIP
View Details/Register
NAVIGATING TAX REPRESENTATION: FROM POWER OF ATTORNEY TO IRS TRANSCRIPTS
View Details/Register
WORLD OF EMPLOYEE FRINGE BENEFITS
View Details/Register
PROTECTING YOUR BUSINESS AND YOUR FAMILY
View Details/Register
PAYROLL ISSUES INCLUDING A SNEAK PEEK AT W-2s VERSUS 1099
View Details/Register
THE IRS's RENEWED INTEREST IN TAX FRAUD: AN UPDATE FOR TAX PROFESSIONALS
View Details/Register
A PRIMER ON THE IRS's STREAMLINED FILING COMPLIANCE PROCEDURES
View Details/Register
Free cpe webinars
European Investing Accounts & Structures

EUROPEAN INVESTING ACCOUNTS & STRUCTURES

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This comprehensive webinar is designed to equip participants with essential knowledge about European investment accounts, their features, advantages, and regulatory considerations. Whether you're an individual investor looking to diversify your holdings or a financial professional seeking to navigate the intricacies of European investment frameworks, this webinar will provide you with valuable insights and actionable strategies.

Learning Objectives:


  • Recognize the different types of investment accounts available in Europe, such as Individual Savings Accounts (ISAs), Self-Invested Personal Pensions (SIPPs), and investment bonds

  • Identify the tax-efficient investment strategies within European investment accounts, including capital gains tax, income tax, and inheritance tax considerations

  • State common investment structures in Europe, such as mutual funds, exchange-traded funds (ETFs), real estate investment trusts (REITs), and private equity funds

  • Recall the regulatory landscape governing European investment accounts and structures, including compliance requirements, investor protection measures, and the impact of EU directives

  • Outline effective approaches for evaluating European investment opportunities, including market analysis, risk assessment, and performance metrics

  • Summarize real-life case studies and practical examples that demonstrate successful investment strategies in Europe, highlighting different industries and asset classes

Linkedin
Gassman crotty den

Alan S. Gassman, J.D., LL.M., is a board-certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida and practices in trust and estate planning, tax, wealth preservation, and the representation of physicians and medical practices.

Mr. Gassman speaks at many tax conferences, national programs, and webinar platforms, including Bloomberg BNA Tax and Accounting and the Notre Dame Tax and Estate Planning Institute.

 

 User-added image

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Gassman crotty den

Our firm was formed in 1987 with one lawyer and a shared secretary and receptionist to provide representation to professionals, business owners and retirees in their estate and related tax and personal planning, business and corporate needs.

Since then we have grown to 6 lawyers and over 20 staff, which we have found over the past two decades to be the best size for us. We are very proud of our team, our systems, and our dedication to providing the best and most appropriate legal services for all clients, whether big or small. Our lawyers meet together almost every morning to discuss and work together on cases, strategies and practice improvement projects in order to work the most efficiently and effectively for our clients. We like what we do and enjoy working together.