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Live Webinars

Larry Blades
Cash Balance Plans - A Tax & Retirement Strategy for High Income Owners
This webinar, led by Larry Blades, offers an in-depth exploration of Cash Balance Plans for financial professionals. Larry is a qualified consultant of a little-known retirement…
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Bob Keebler
Tax Strategies for Clients Selling a Business
Many attorneys, CPAs, and financial advisors are familiar with the tax planning options relating to the set up and running of a business entity - - but what about the ultimate…
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Larry Pon
Redemption Agreements for Closely Held Businesses: Lessons from Connelly vs. US
Join CPA Larry Pon for an insightful and practical webinar designed to equip financial advisors WITH SMALL BUSINESS CLIENTS with the essential knowledge needed to effectively…
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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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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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