Policy Valuation
Presentation:
Learn about valuation of life insurance policies for gift or sale
Published on June 12, 2013
Common Business Valuation Issues as Addressed by the IRS
Webcast:
The Internal Revenue Service (IRS) provides guidelines relating to the development, resolution, and reporting of various valuation issues. Take advantage of this special opportunity to hear directly from top valuation specialists at the IRS regarding their perspectives on the most common issues pertaining to valuation
Published on March 21, 2011
Federal Transfer Tax Valuation Issues for 2011
Webcast:
In this web seminar, experts discuss current valuation issues as illustrated in recent federal estate and gift tax cases litigated in the U.S. Tax Court and Federal District Courts. You will gain an understanding of the...
Published on March 21, 2011
The Impact of Market Valuation on Safe Withdrawal Rates
Audio:
In this session, we will explore the problems with the so-called “Timing Paradox” of safe withdrawal rates, and how incorporating market valuation into the analysis can provide more consistent retirement income recommendations
Published on October 02, 2012
The Impact of Market Valuation on Safe Withdrawal Rates
Presentation:
In this presentation, we will explore the problems with the so-called “Timing Paradox” of safe withdrawal rates, and how incorporating market valuation into the analysis can provide more consistent retirement income recommendations
Published on October 02, 2012
The Impact of Market Valuation on Safe Withdrawal Rates
Webcast:
Determining a “safe” amount of retirement spending is an increasingly popular topic amongst financial planners, yet a great deal of confusion exists about the current state of research and how it should be applied. In this session, we explore the problems with traditional linear projections, the impact of the sequence
Published on January 28, 2011
Common Business Valuation Issuess as Addressed by the IRS
Presentation:
The Internal Revenue Service (IRS) provides guidelines relating to the development, resolution, and reporting of various valuation issues. Take advantage of this special opportunity to hear directly from top valuation specialists at the IRS regarding their perspectives on the most common issues pertaining to valuation
Published on March 21, 2011
Getting Divorced
Overview:
Access information and resources related to getting a divorce.
Published on January 15, 2013
The X Factors - The Financial Outlook of Younger Generation Clients - Inside Information Newsletter April 2013
Article:
This issue of Bob Veres' Inside Information monthly newsletter addresses serving a younger generation of clients, advisor acquisitions, practice valuation and more
Published on April 30, 2013
Insurance Analysis & Implementation What CPA Financial Planners Need to Know
Webcast:
As trusted advisers, CPAs are in the best position to meet clients' insurance planning needs. Join Lee Slavutin as he shares the key considerations to address with your clients now.
Published on June 12, 2013
Other Topics
Webcast:
Our web seminars give PFP Section Members the opportunity to learn about timely issues as well as interact with their fellow peers.
Published on December 20, 2011
Understanding Safe Withdrawal Rates
Webcast:
Determining a “safe” amount of retirement spending is an increasingly popular topic amongst financial planners, yet a great deal of confusion exists about the current state of research and how it should be applied.
Published on December 27, 2012
Building a Successful PFP Practice Web Seminar
Webcast:
In this Web seminar, hear first hand from a successful CPA PFP practitioner, Jimmy J. Williams, CPA/PFS, MTAX, BVAL, and how he overcame these obstacles. Topics will include a high level overview of the following: Getting started including best practices and business models
Published on October 09, 2012
Retirement Planning Webinars
Webcast:
Our web seminars give PFP Section Members the opportunity to learn about timely retirement planning issues as well as interact with their fellow peers.
Published on May 03, 2013
PFS Body of Knowledge
Overview:
Summary of the PFS Body of Knowledge.
Published on March 31, 2011