Advice
SECURE Act Tax Planning Alert For Year-End 2019 And 2020
- Details Category: Tax
Written by Andrew Gluck
Created: December, 23 2019
At live CPE webinars for CPAs and webinars CFPs® can replay for CE credit 24/7, Bob Keebler, CPA/PFS, for months has warned repeatedly that a sweeping new tax bill was likely to be adopted into law before the end of 2019 and that it would drastically alter the landscape of retirement investment planning. That happened.
After months of delay and doubt, the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) was hastily passed by both houses of Congress and signed into law by the President. Only two weeks ago, it seemed unl
Advisor Clients Face Growing Complexity; An Opportunity For Professionals
- Details Category: Advice
Written by Andrew Gluck
Created: December, 05 2019
Federal taxes may have become simpler for most Americans under the new tax law but have become more complex for many advisor clients. With the investment management industry in the midst of disruption, tax and financial planning professionals have an opportunity to more clearly define their value proposition publicly by framing the critical issues for high-income individuals.
As the pace of change continues to accelerate in recent decades, thus triggering once-unimaginable business consequences, like last week’s news that Schwab will buy T.D. Ameritrade, the rapidly changing landscape
Do You Invest Based On An Accurate World View? Take The Test
- Details Category: Advice
Written by Andrew Gluck
Created: June, 14 2019
As a fiduciary, it’s important for you to be aware of your own biases and gaps in your knowledge. This class takes you on a humbling journey into trends that will drive long-term financial economic fundamentals over the next two decades. Drawing on the work of a Swedish physician, academic, statistician, and public speaker, the late Hans Rosling, Craig in this class, shows why you’re wrong about the world and why things may actually be better than you think.
Following along with Craig Israelsen, Ph.D., replaying this class enables a self test determining if your view of the world is a
A4A Alert On Pending IRA Payout Changes, As Keebler Declares Stretch IRAs Dead!
- Details Category: Advice
Written by Andrew Gluck
Created: May, 23 2019
A4A is a new kind of journalism. To prove it, take a look at how news judgment played into today’s session about changes to IRA rules.
Bob Keebler, leading educator of accounting and legal professionals for three decades, sent A4A editors the invitation text displayed below on the left. (See a larger version of that image by clicking on it.) On the right, the edited version reflects the urgency and import to the subject line, headline, and text. This is key in modern communication. Victims to be hardest it financially by the new tax likely to be signed by the end of 2019, are identi
Life Settlements For Fiduciaries CE Course With Glenn Daily
- Details Category: Advice
Written by Andrew Gluck
Created: April, 30 2019
Life settlements can be a solution to financial challenges your clients face but they’re illiquid, opaque, complex and sold by unscrupulous advisors who get away with charging exorbitant fees and rip off consumers when they're most vulnerable. It’s an important topic for financial fiduciaries.
REPLAY
While you can find CE courses from insurance product providers, financial planning and investment fiduciaries will not find a class about life-settlements with this kind of authoritative mathematical analysis anywhere else.
1 CPA CPE credit for the live session
1 credit 24/7 f