| PFP News |
David.Handrich@aicpa-cima.comCheck out the updated Social Security guide which reflects the new tax law
Our retirement guides have a new look! Check out new and updated content in the Adviser’s Guide to Social Security Planning, which is one of three guides in the Retirement & Elder Planning Series. In the newly released edition, author Ted Sarenski, CPA/PFS, organizes seemingly complex planning into basic questions that many of your clients will ask about Social Security. He focuses on the strategies and advice you can provide as your clients plan and make decisions in this crucial area. This edition is updated for 2018 key numbers and also takes into account the new TCJA of 2017.
Social Security & divorce podcast
With the “gray divorce” rate on the rise, understanding the Social Security spousal benefits is critical when advising your Baby Boomer clients. Ted Sarenski, CPA/PFS, helps you navigate the rules for claiming social security in a divorce situation in this podcast (access on iTunes or Pod-o-Matic).
Don’t miss this free CPE webcast next week on Social Security
In case you haven’t registered yet, sign up for this webcast taking place next week on Social Security with expert Ted Sarenski, CPA/PFS. Earn free CPE as a PFP Section member, and make sure that you are signed into the website prior to registering so that your attendance is complimentary.
Webcast recording on SEC proposal
In case you weren’t able to attend the Stark & Stark presentation last week, check out the recording which covers the SEC’s latest proposals on disclosure and the fiduciary standard. You need to register here, and the recording populates on the following screen, courtesy of Bob Veres Inside Information (included with your PFP Section membership).
Bob Veres Media Reviews: New no-load insurance policies
Save time and stay ahead of the curve by reading Bob’s write-ups of articles in July’s Financial Advisor magazine like:
• “Here Come New No-Load Insurance Policies” by Ben Mattlin
• “How to Achieve Everything You Desire and Aspire To” by Joe Deitch
Bob Veres Inside Information: Thought leadership training
The latest article in Inside Information from Bob Veres features Thought Leadership Training, which explains how the key to visibility in marketing isn’t self-promotion, rather it’s taking on a new role in your community. This new marketing resource could address what may be the most common dysfunction among fiduciary advisors marketing their services. |
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Social Security & disability benefits
According to the Social Security Administration, 1 in 4 people will become disabled. It’s important to understand the rules so that you can educate and advise your clients. Learn more in this podcast (access on iTunes or Pod-o-Matic) with expert Ted Sarenski, CPA/PFS.
Steve Oshins updates non-grantor trust state income tax chart
Use this summary to find opportunities to help save state income tax for clients both with newly-created non-grantor trusts and by moving and fixing any existing non-grantor trusts that are paying state income tax. The new $10,000 state and local tax deduction limitation magnifies this problem, putting state income tax planning into the spotlight. Access the chart here!
T3 Technology Hub News: Data Privacy
T3 Technology News is designed to provide you with insight and all the latest news on technology for financial advisors plus in-depth reporting on financial services technology. The latest edition of the T3 newsletter includes the following articles and more including 5 Ways to Shore Up and Protect Data Privacy and Yourefolio and InterActive Legal Reveal Virtual Planning Experience. |
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| CPA/PFS Corner |
Don’t Miss the 2018 Summer PFS Exam Window
Take the opportunity this summer to sit for the PFS credential, and be sure to register by this Friday, July 27th. Exam dates are from August 1-31. Don’t miss the chance to be the go-to adviser for your clients in all areas of the finances and set yourself apart from others offering these services. |
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| PFP Events Coming Soon |
Important Note: All PFP events appearing on the full PFP event calendar will be recorded and accessible at no cost to PFP Section members after the event in the PFP Learning Library. *Note: You must attend the live event to earn CPE.
See the full PFP event calendar
Next Week! Optimizing Social Security Benefits
July 31st, Free with CPE
An In-Depth Look at Optimal Rebalancing Strategies
August 29th
Planning for Executives, Business Owners and Other Professionals
September 26, Free with CPE |
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| More Learning Opportunities |
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| Frequently Accessed PFP Resources |
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