Annuity Resources
Article:
Resources to help CPAs learn about annuities and how to implement them effectively as part of their clients' personal financial plans
Published on August 15, 2012
Annuities Love Them or Hate Them Theyre Here to Stay
Webcast:
In this web seminar, you will hear discussion on all annuity types and why advisors have a love-hate relationship with them. You will learn about both good and poor uses and be able to identify circumstances where annuities may...
Published on May 10, 2011
Private Annuities as an Aid to Medicaid Eligibility
Article:
...Elder Planning practitioners, "How can I qualify for Medicaid?" For too many older adults, Medicaid is the only way to pay for long-term care. Learn about how private annuities factor into Medicaid eligibility
Published on May 16, 2011
Life and Death Tax Planning for Deferred Annuities
Webcast:
As the use of annuities increases, particularly amongst baby boomers planning for retirement, professional advisors face more and more situations where they must properly report on and plan for annuity transactions
Published on October 13, 2011
CPA/PFS Perspectives on Using Annuities in Planning
Audio:
During this web seminar, the panelists discuss the practical aspects of using annuities in the planning process. With uncertainty in the market and an increasing number of retiring clients, this topic needs to be better understood by CPA financial planners
Published on August 24, 2012
CPA/PFS Perspectives on Using Annuities in Planning
Presentation:
During this web seminar, the panelists discuss the practical aspects of using annuities in the planning process. With uncertainty in the market and an increasing number of retiring clients, this topic needs to be better understood by CPA financial planners
Published on August 24, 2012
CPA/PFS Perspectives on Using Annuities in Planning - Audio
Audio:
While other seminars cover the technical aspects of the topic, these panelists will discuss the topic’s implementation aspects.
Published on May 08, 2013
The CPAs Guide to Financial and Estate Planning Volume 2
Guide:
Volume 2 of 4 of this publication covers life insurance, annuities, employee benefits, transfers includible in the estate at death, wills, and the marital deduction
Published on November 23, 2011
The CPAs Guide to Financial and Estate Planning Volume 2 - 2012
Guide:
2012 Update: Volume 2 of 4 of this publication covers life insurance, annuities, employee benefits, transfers includible in the estate at death, wills, and the marital deduction
Published on September 09, 2012
From Tax Preparer to Financial Planner The Road Best Traveled Part 2 of 4
Presentation:
Part 2 of 4 – Moving from Tax Compliance to Tax Planning Session 3 of 5 - Tax Planning with Life Insurance, Annuities and Long-Term Care
Published on June 28, 2012
Mathematics of Estate Planning
Webcast:
In the web seminar, Robert Keebler discusses the mathematics behind the most popular estate planning transactions used today and how these transactions can be used in combination with each other so as to create the perfect hedge against estate and gift taxes.
Published on September 26, 2012
Asset Protection Strategies
Webcast:
Learn about strategies to protect your assets from an estate and tax planning perspective in this web seminar.
Published on January 28, 2011
CPA/PFS Perspectives Web Seminar Series
Webcast:
This series features a panel of successful CPA/PFS credential holders discussing a particular topic commonly faced by CPA financial planners in practice.
Published on May 08, 2013
Portfolio Distribution Strategies to Help Retirement Assets Last a Lifetime
Webcast:
Structuring a tax-efficient distribution portfolio and creating the optimal order for distributing the various retirement assets can substantially increase how long the assets will last and/or increase the sustainable withdrawal rate from the portfolio. Learn more in this web seminar with Bob Keebler.
Published on August 18, 2011
The CPAs Guide to Financial and Estate Planning
Guide:
The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans.
Published on May 17, 2013