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.
After-Tax Planning for Qualified Retirement Plans and IRAs (Carson Coaching On-Demand Webinar)
Overview With the potential for rising tax rates in the near future, changes to retirement planning in the CARES Act and SECURE Act, and other potential changes coming down the pipeline many business owners and individuals are looking to maximize their tax advantaged savings opportunities. One overlooked strategy is often after-tax contributions to retirement accounts [...]
Accounting & Tax Planning
Annual Update for Defined Contribution Plans (Surgent Webinar)
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Program Overview This webinar will explore the use of bitcoin investments in qualified retirement plans. We will discuss the Internal Revenue Service, Department of Labor, and certain state laws regarding the use of bitcoin in retirement plan investment platforms. You Will Learn How To: A brief overview of virtual currencies like bitcoin The regulatory risks [...]
Chartered Retirement Plans Specialist (CRPS) Professional Designation Program (Kaplan)
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Considering Life Insurance in a Qualified Plan: A Fiduciary Guide (Journal Article)
This article appeared in the November 2021 Journal of Financial Service Professionals.
Crises Create Retirement Planning and Retirement Plan Adjustments (Journal Article)
This article appeared in the January 2022 Journal of Financial Service Professionals.
Fiduciary Responsibility—We Are Back to the Beginning with a Focus on Facts and Circumstances (Journal Article)
This article appeared in the May 2021 Journal of Financial Service Professionals.
This article appeared in the July 2022 Journal of Financial Service Professionals.