October 2018
Financial Planning Update: Bitcoin, Etherium, LiteCoin, et al.
A review of the essential areas of Financial Planning: Insurance Planning, Tax Planning, Planning for Retirement, Investment Planning, Estate Planning including a detail discussion of crypto currencies such as Bitcoin, Etherium, LiteCoin, etc and whether or not they should be part of you and your client' financial plan.
Find out more »November 2018
2018 Investment Outlook
Join Investment Guru John Dorfman, Chairman of the Dorfman Value Fund in discussing his investment outlook for 2018 - CEU .2
Find out more »Financial Planning Update: Bitcoin, Etherium, LiteCoin, et al.
A review of the essential areas of Financial Planning: Insurance Planning, Tax Planning, Planning for Retirement, Investment Planning, Estate Planning including a detail discussion of crypto currencies such as Bitcoin, Etherium, LiteCoin, etc and whether or not they should be part of you and your client' financial plan.
Find out more »2018 Federal Tax Update
Why Attend: The 2018 Federal Tax Update Workshop covers all new tax legislation, including a comprehensive review of the changes made by the Tax Cuts and Jobs Act (TCJA), any changes to the ACA, and Qualified Small Employer Health Reimbursement Arrangements. All significant regulations, cases, and rulings in federal taxation through October 15, 2018 are covered. Discuss the new deduction under 199A for qualified business income. Describe new developments in pension and IRA rules. Explain new developments that affect S…
Find out more »All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations, IRS Director of Practice and the Institute of Certified Bankers.
