Reviews written by jvistica

47 results - showing 26 - 47  
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Business Owner Tax Strategies And Trends
Webinars
jvisticajvistica   November 10, 2016
(Updated: November 10, 2016)
5.0
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Designing Portfolios For Accumulation And Distribution Lifecycles
Webinars
jvisticajvistica   October 26, 2016
(Updated: October 26, 2016)
5.0
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FLPs Out! Act Now On Valuation Discounts
Webinars
jvisticajvistica   September 29, 2016
(Updated: September 29, 2016)
5.0
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2016 Year-End Tax Planning For Investment Advisors
Webinars
jvisticajvistica   August 25, 2016
(Updated: August 25, 2016)
5.0
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Great webinar. Please continue to provide presentations on tax planning opportunities.

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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)
Webinars
jvisticajvistica   January 22, 2015
(Updated: January 22, 2015)
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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*
Webinars
jvisticajvistica   July 10, 2014
(Updated: July 10, 2014)
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An Advisor's Guide To Restricted Stock And Trends In Equity Compensation
Webinars
jvisticajvistica   March 06, 2014
(Updated: March 06, 2014)
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An Advisor's Guide To The Proper Use Of Life Insurance
Webinars
jvisticajvistica   February 20, 2014
(Updated: February 20, 2014)
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Creating Tax-Alpha In Today's Interest And Tax Rate Environment
Webinars
jvisticajvistica   January 27, 2014
(Updated: January 27, 2014)
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3.8% Surtax On Net Investment Income: The Final Regs
Webinars
jvisticajvistica   December 19, 2013
(Updated: December 19, 2013)
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The Big Impact Of Seemingly Small Decisions In Retirement Income Planning
Webinars
jvisticajvistica   November 07, 2013
(Updated: November 07, 2013)
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Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors
Webinars
jvisticajvistica   October 31, 2013
(Updated: October 31, 2013)
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Taxation Of REITs, MLPs, Oil & Gas, And Real Estate
Webinars
jvisticajvistica   October 24, 2013
(Updated: October 24, 2013)
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Fritz Meyer Economic And Investment Update, October 2013
Webinars
jvisticajvistica   October 07, 2013
(Updated: October 07, 2013)
5.0
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The volume was not working for me. How can I assure I will receive CFP CE credit?

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A Financial Advisor’s Guide To Maximizing IRAs
Webinars
jvisticajvistica   September 26, 2013
(Updated: September 26, 2013)
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Same Economics, Different Taxes: Opportunities For Generating After-Tax Alpha
Webinars
jvisticajvistica   September 19, 2013
(Updated: September 19, 2013)
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Year-End Tax Planning Strategies
Webinars
jvisticajvistica   August 15, 2013
(Updated: August 15, 2013)
5.0
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DOMA's Demise: Financial And Tax Planning Implications Advisors Must Know About
Webinars
jvisticajvistica   August 08, 2013
(Updated: August 08, 2013)
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Qualified Plan Design Optimization & Benchmarking
Webinars
jvisticajvistica   June 27, 2013
(Updated: June 27, 2013)
5.0
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Income Shifting With Trusts & Partnerships
Webinars
jvisticajvistica   May 02, 2013
(Updated: May 02, 2013)
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With Interest Rates Expected To Rise, Should You Avoid Bonds?
Webinars
jvisticajvistica   January 24, 2013
(Updated: January 24, 2013)
1.0
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Keebler On 2013 Tax Law Changes
Webinars
jvisticajvistica   January 13, 2013
(Updated: January 13, 2013)
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