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Live Webinars

Eric Wallace
Tax Method Changes for Clients with Real Estate and/or Middle-Market Businesses
Clients with wealth typically have good portions of that invested in real estate and/or small businesses. If that is your client’s situation, please join CPA Eric Wallace to learn…
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Kevin Brady
Key Facts for Clients with Qualified Small Business Stock
This engaging session, led by financial planner Kevin Brady, is designed to equip financial advisors with an in-depth understanding of Qualified Small Business Stock (QSBS) and…
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Wade Pfau
Tax-Efficiency for Retirement Planning (IAR CE-eligible)
Tax-Efficiency for Retirement SpendingAn important aspect of creating retirement efficiencies is to make sound decisions with respect to their tax implications. When should taxes…
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Nellie Akalp
What Clients Must Know about New Beneficial Owner Interest Reporting REQUIREMENT
As of January 1, 2024, the Financial Crimes Enforcement Network (FinCEN) requires most legal entities, domestic or foreign, to report their beneficial ownership information (BOI…
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Larry Pon
Decoding Tax Reporting for DSTs (Delaware Statutory Trusts)
This webinar is specifically designed to navigate the intricate tax reporting landscape of DSTs. Delaware Statutory Trusts offer a unique investment avenue in real estate, pooling…
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