- September 27, 2021
- 3:00 pm ET / 2:00 pm CT / 1:00 pm MT / 12:00 pm PT
Estate Planning
Advanced Practice Symposium: Meet the Feldmans Case Study (FSP/NAIFA On-Demand Webinar)
NAIFA and the Society of Financial Service Professionals (FSP) joined together to create a three-part virtual event that allows attendees to work through a complex case with a panel of family estate and business planning experts.
Accounting & Tax Planning
Annual Update for Defined Contribution Plans (Surgent Webinar)
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.
Executive Compensation
This article appeared in the September 2021 Journal of Financial Service Professionals.
Executive Compensation
Chartered Retirement Plans Specialist (CRPS) Professional Designation Program (Kaplan)
By clicking "Buy Now" you will be redirected to Kaplan to complete your purchase.
Executive Compensation
Compensation and Benefits Planning for Nonprofit Organizations (FSPgo On-Demand Webinar)
Program Overview Nonprofit organizations have to compete for talented executives and other key professionals with for-profit companies. However, they face a significant competitive disadvantage with respect to the range of compensation and benefits programs that can be offered. It is not possible to offer equity incentive plans, supplemental deferred-compensation programs are subject to an additional [...]
Executive Compensation
IRS Issues Guidance on Excess Pay by Tax-Exempt Organizations (Journal Article)
This article appeared in the March 2021 Journal of Financial Service Professionals.
Executive Compensation
IRS Issues Updated Audit Guide for Nonqualified Plans (Journal Article)
This article appeared in the January 2022 Journal of Financial Service Professionals.
Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]
Executive Compensation
SEC Proposes Rules to Fix Rule 10b5-1 Trading Plans (Journal Article)
This article appeared in the May 2022 Journal of Financial Service Professionals.
Executive Compensation
The Simplified Employee Pension (SEP) Plan Option (Journal Article)
This article appeared in the September 2022 Journal of Financial Service Professionals.