1. Tax Aware Investing -It’s the after Tax Return that Counts! Advisors4Advisors Part IV Presented by: Robert S. Keebler, CPA, MST, AEP (Distinguished) Stephen J. Bigge…
1. 2. Presented byJERRY STONEHOUSETax Advantaged and “Safe”Retirement Savings Advisor 3. "New Knowledge is the mostvaluable commodity on earth. 4. "New Knowledge…
1. 2. Presented byJERRY STONEHOUSETax Advantaged and “Safe”Retirement Savings Advisor 3. "New Knowledge is the mostvaluable commodity on earth. 4. "New Knowledge…
1. 2. Presented byJERRY STONEHOUSETax Advantaged and “Safe”Retirement Savings Advisor 3. "New Knowledge is the mostvaluable commodity on earth. 4. "New Knowledge…
1. Insurance Exchanges /Federal Regulations & State FlexibilityAugust 3, 2011Bonnie WashingtonAvalere Health LLC 2. States Have Substantial Implementation Responsibilities…
1. AUDITING PENSION PLANS: TOP10 MOST COMMON AUDIT FINDNGSand OVERVIEW OF DOL INITATIVESAFFECTING PLAN AUDITSConcurrent session 16 Allen P. Deleon, CPA – DeLeon & Stang,…
1. Timothy J. Prosser Vice President -Institutional Trust Consulting TIAA-CREF Trust Company, FSB Retirement Plan Gifts:Better Now or Later? Planned Giving Council ofUpstate…
Slide 1Participant Loan Issues Including Refinance Loans and Deemed Distributions 810584.ppt Workshop #4 ASPPA Annual Conference National Harbor, MD October 28, 2012 by Richard…