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.
Calendar
Alternative Clauses in Buy-Sell Planning Including Sample Language (FSPgo On-Demand Webinar)
Program Overview Jim Aussem, JD, AEP, will present a detailed explanation and useful examples of why and when certain clauses are used, their purpose and the concerns practitioners should understand. This hour-long presentation will address things such as Drag-a-long and Tag-a-long provisions, Puts/Calls as a dispute-resolution mechanism, valuation approaches, and restrictions on the management/survivors’ ability [...]
Financial Planning
These articles are reprinted with permission from the Journal of Financial Service Professionals.
Planning for Business Owners
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Planning for Business Owners
Business Succession Issues For Professional Service Firms (goAudio)
The successful transfer of a professional practice requires time, careful planning, and a smooth transition process. Life and disability insurance can help assure that the business and/or other owners have liquidity in the event of a sudden, unexpected event, while life insurance cash values can provide liquidity for lifetime buyouts. In any event, a longer [...]
Accounting & Tax Planning
This article appeared in the November 2020 Journal of Financial Service Professionals.
Planning for Business Owners
By clicking "Buy Now" you will be redirected to LISI to complete your purchase.
Planning for Business Owners
Buy-Sell Agreements Are Not Enough: Complete Planning for Business Clients (FSP Institute On-Demand)
Program Overview When you help your business-owner client implement a buy-sell agreement, you may think that your job is done, and you can move on. However, for a full-service professional advisor, the real work is just beginning. Can one owner retire 5 years from now? Will the company survive without its founder? How does the [...]
This article appeared in the November 2021 Journal of Financial Service Professionals.
This article appeared in the September 2020 Journal of Financial Service Professionals.
Planning for Business Owners
Current Trends in SERP Design, Funding, and Management (FSPgo On-Demand Webinar)
Program Overview The speakers will review design options for creating a contemporary, performance-based SERP that directly aligns the interests of key employees and stakeholders. In addition, they will discuss the impact of the 2017 Tax Cuts and Jobs Act on informal funding arrangements; and finally, they will address the current thinking regarding the use of [...]
This article appeared in the May 2022 Journal of Financial Service Professionals.