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    Income Shifting - Handout

    Presentation Outright gifts to children, LLC and partnership gifts, gifts to non-grantor trusts for family, QSSTs, distributions from existing trusts, thereby avoiding the higher tax brackets and NIIT
    Published on November 13, 2013

    Income Shifting - Audio

    Audio Outright gifts to children, LLC and partnership gifts, gifts to non-grantor trusts for family, QSSTs, distributions from existing trusts, thereby avoiding the higher tax brackets and NIIT
    Published on November 13, 2013

    What CPAs Must Know to Advise Clients on Health Care

    Article This story covers the highlights from a recent webcast presented by Ted Sarenski about the Affordable Care Act and how it affects estate and financial planning.
    Published on February 05, 2014

    The Domestic Asset Protection Trust Combining It With Double LLC

    Presentation Asset protection has become one of the hottest areas of practice for estate planners. In this web presentation, you will learn which states have the leading Domestic Asset Protection Trust laws and why.
    Published on October 31, 2012

    The Domestic Asset Protection Trust Combining It With Double LLC

    Audio Asset protection has become one of the hottest areas of practice for estate planners.  In this recording you will find out which states have the leading Domestic Asset Protection Trust laws and why.
    Published on October 31, 2012

    The Domestic Asset Protection Trust Combining It With Double LLC

    Webcast The Domestic Asset Protection Trust has become one of the leading asset protection vehicles. In this web seminar, you will learn why Domestic Asset Protection have become so popular.
    Published on October 31, 2012

    Why One Firm Decided to Offer Elder Planning Services

    Article In this article Jon Meyer, Managing Owner of OmniCare Family Resources, LLC discusses his firm's decision to offer Elder Planning services, so that other CPAs considering this specialty can learn from their experience and reap the financial and emotional rewards...
    Published on January 15, 2013

    CPA/PFS Perspectives on Retirement Planning The Next Phase of Life

    Article Highlights of the presentation “Retirement Planning: The Next Phase of Life,” which is part of the PFP Division’s “CPA/PFS Perspectives” webcast series.
    Published on November 19, 2013

    Considerations When Providing Investment Advice

    Webcast In this web seminar, a panel of practitioners share their experiences on providing investment advice, professional considerations, and business models.
    Published on September 26, 2012

    eMoney Advisor

    Tools A suite of web-based wealth management and financial planning tools ant offer a full view of a client’s financial picture and functions to enable more complete planning and better client service.  Learn about eMoney Advisor products and the PFP Section member discount.
    Published on February 28, 2012

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