Special Needs Planning | On-Demand Webcasts
Increasing Tax Awareness and Examining "Dependents" and the "Kiddie Tax"
Who qualifies as a “dependent” under current tax law? For special needs families, the answer can make or break critical financial planning arrangements. Join The American College of Financial Services’ Adjunct Professor of Taxation and Special Needs Planning Thomas M. Brinker, Jr., CPA/PFS, ChFC®, CGMA, CFE, AEP®, as he breaks down key concepts and what they mean for special needs families under your care.
November 12, 2020
November 12, 2020
Special Needs Planning | On-Demand Webcasts
The ABLE Act: An Additional Tool for Individuals With Special Needs
September 17, 2020
Special Needs Planning | On-Demand Webcasts
Housing Concerns for Adults with Special Needs
August 20, 2020
Philanthropic Planning | On-Demand Webcasts
The Heart of What We Do: Settlement of Proceeds
August 17, 2020
Philanthropic Planning | On-Demand Webcasts
Virtual Knowledge & Network: The Riley Case Webcast
July 22, 2020
Philanthropic Planning | On-Demand Webcasts
Donor-Advised Funds: From Passion to Lasting Impact
July 08, 2020
Tax Planning | On-Demand Webcasts
Standing Tall for Small Businesses: Planning in the Era of COVID-19
July 01, 2020
Special Needs Planning | On-Demand Webcasts
Income Tax Planning for Families Caring for Children with Special Needs
June 25, 2020
Philanthropic Planning | On-Demand Webcasts
Impact Investing: How Will It Disrupt Your Work?
June 24, 2020
Retirement Planning | On-Demand Webcasts
Social Security Insecurity: A New Consideration in Retirement Planning
June 12, 2020
Retirement Planning | On-Demand Webcasts
New Annuity Solutions for New Advisor Channels
May 31, 2020
Retirement Planning | On-Demand Webcasts
COVID-19's Impact on Tax and Retirement Planning
May 15, 2020
Retirement Planning | On-Demand Webcasts
Recession, Regulation, and Reality in the COVID-19 Market
May 05, 2020