Estate Planning
This article appeared in the November 2020 Journal of Financial Service Professionals.
Financial Planning
Income-Shifting Strategies for Those with Children (Journal Article)
This article appeared in the March 2018 Journal of Financial Service Professionals.
Accounting & Tax Planning
Individual and Financial Planning Tax Camp (Surgent Self-Study)
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Accounting & Tax Planning
Individual and Financial Planning Tax Camp (Surgent Webinar)
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.
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 [...]
Accounting & Tax Planning
Key Current Financial and Economic Issues Facing the Financial Executive (Surgent Webinar)
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Financial Planning
Life and Financial Planning in the Time of COVID-19 (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals. Preview this article.
Accounting & Tax Planning
Long-term Care and College Saving: Critical Topics for Today’s Practitioner (Surgent Webinar)
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.
Accounting & Tax Planning
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.
Financial Planning
Navigating Paycheck Protection Program (PPP) Loan Forgiveness (FSPgo On-Demand Webinar)
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 [...]
Financial Planning
New Look at Family Caregiving: Insights for Financial Services Professionals (Journal Article)
This article appeared in the January 2020 Journal of Financial Service Professionals.
Estate Planning
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 [...]