Self Study

This course outlines the key equity compensation concepts, including types of awards, critical information and documents, and the features, taxation, and planning considerations for restricted stock, performance shares, and tax-qualified employee stock purchase plans.

This program provided financial advisors with in-depth knowledge of SBA 7(a) and 504 loan programs to help small business clients access affordable financing for growth and acquisitions. Led by SBA lender Adam Whitaker, the session equipped advisors to guide clients through eligibility, loan structures, and the financing process to enhance advisory value.

This program provides financial advisors with a practical, rules-based understanding of how IRC §1202 Qualified Small Business Stock works, including eligibility requirements, holding periods, exclusion limits, and planning strategies to help clients potentially eliminate federal capital gains taxes on qualifying business exits.

This program helps financial advisors evaluate Continuing Care Retirement Communities as an integrated retirement planning strategy by addressing housing, healthcare, longevity risk, tax implications, and long-term financial stability.

This webinar provided financial advisors with essential insights into navigating the complexities of health benefit plans. Led by Michella Drummond and CPA Larry Pon, participants explored key strategies for optimizing tax-advantaged savings and enhancing employee benefits through HRAs, 125 Cafeteria Plans, HSAs, and wellness programs.

This program examines how advance care planning, healthcare proxies, and state-specific end-of-life laws intersect to protect patient autonomy, reduce litigation risk, and ensure that end-of-life decisions are honored as intended.

This program explores how childfree clients require fundamentally different financial, estate, and tax planning approaches, emphasizing life-first planning, intentional spending, long-term care preparation, and decision-making structures in the absence of traditional family support.

This program explains how financial advisors can proactively reduce client exposure to lawsuits and creditors by using proper asset titling, entity structuring, and trust-based strategies while navigating state-specific protection rules and fraudulent transfer limitations.

The webinar featured fee-only insurance advisor Scott Witt, who guided financial advisors through common life insurance and annuity mistakes to help them better serve their clients. He covered key topics such as policy performance drivers, missteps in annuity selection, and strategies for finding cost-effective insurance solutions.