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
Diversity, Equity & Inclusion | Podcasts
NextGen in 10: Reimagining (Financial) Service
November 10, 2020
Diversity, Equity & Inclusion | Podcasts
NextGen in 10: Finding Your Path to Financial Planning
November 10, 2020
Practice Management | Podcasts
NextGen in 10: Compassion (& Honesty) Is the Best Policy
November 10, 2020
