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Session #2: Equity Compensation and Stock Options - NQSOs and ISOs
CE Eligible
Bill Harbeson
Cost Segregation as a Wealth Strategy: Accelerated Depreciation, Cash Flow, and Tax Control
CE Eligible
Guest Expert: Bill Harbeson, CapstanTax
JOhn
The Top 10 Questions Consumers Have About Borrowing, Cash Flow, and Financial Freedom
CE Eligible
Guest Expert: John Thompson, CLA,
Barry
Demystifying Permanent Life Insurance — What Every CFP Should Know
CE Eligible
Guest Expert: Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP® and Kevin Kimbrough CFP®, CLU, ChFC
Session #3: Equity Compensation and Stock Options - Grant/Exercise Considerations/Tax Reporting/Term…
CE Eligible
Bob Keebler
Critical Tax Planning Ideas for the Mass Affluent
CE Eligible
Guest Expert: Bob Keebler, CPA, AEP, Keebler and Associates

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