This article appeared in the November 2020 Journal of Financial Service Professionals.
This article appeared in the July 2020 Journal of Financial Service Professionals. Preview this article.
Accounting & Tax Planning
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Program Overview The Paycheck Protection Program (PPP) can be a great program for organizations, but its rules are complicated and ever-changing. This session will review the mechanics of PPP loan forgiveness, options available to borrowers, and the process of applying. Learning Objectives: Understand what factors impact the amount of PPP loan forgiveness Understand options borrowers [...]
This article appeared in the January 2020 Journal of Financial Service Professionals.
Program Overview This webinar will look at financial planning in light of President Biden’s proposals on capital gains, estate planning, and taxation. With taxes potentially going up, life insurance can play many critical roles in planning for this new environment. Combining life insurance with the revolutionary new world of trusts can produce an unbeatable financial [...]