Self Study

This premium webinar explored advanced planning issues surrounding private company equity, including 409A valuations, early exercise and 83(b) elections, double-trigger RSUs, QSBS eligibility, and tender offer liquidity events.

This premium webinar focused on the tax reporting mechanics, cost-basis errors, and timing pitfalls that create the most expensive equity compensation mistakes.

This premium session provided a practical deep dive into RSUs, NQSOs, and ISOs, explaining how each is taxed, how exercise strategies impact cash flow and risk, and how advisors can help clients manage equity compensation decisions around timing, AMT, liquidity, and long-term planning.

This premium webinar 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 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.