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.
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 [...]
Planning for Business Owners
Business Succession Issues for Professional Services Firms (Journal Article)
This article appeared in the November 2019 Journal of Financial Service Professionals.
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 Planning with Third-Party Ownership (Journal Article)
This article appeared in the March 2020 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 [...]
Estate Planning
Program Overview Owners of family businesses are challenged to navigate the many complex issues involved when transitioning the business from one generation to the next, including maintaining control during life, being fair to family members not in the business, and managing tax-related concerns. Traditional methods of transition range from a will to more complex planning [...]
Planning for Business Owners
Impact of the CARES Act on Individuals and Businesses (FSPgo On-Demand Webinar)
The new economic relief package has a wide-ranging impact on individuals and businesses. From relief payments to forgivable loans, delayed RMDs, special funding for healthcare, unemployment provisions and business incentives, learn what the CARES Act offers and how it might affect your business or clients. Speaker: Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP® [...]
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 [...]