Small Business

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 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.

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 webinar, led by Larry Blades, provided an in-depth overview of Cash Balance Plans, highlighting their benefits, regulatory requirements, and implementation strategies for maximizing retirement savings and tax deductions. Attendees gained practical insights through real-world case studies, equipping them to advise clients on the suitability of these plans in advanced financial planning.