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Make Your Continuing Education Virtually Count
CPA CPE WEBINAR - EARN 3 CPA CPE credits
With 25 years’ experience, Mark Brumbaugh, Attorney, serves as a Consultant to Financial Advisors in the fields of business planning, executive benefits and estate planning. He has been a member of Guardian Life Insurance Company’s Business Resource Center since 2008 and is a member of the state bars of PA and NJ.
Highlights of the seminars include:
Closely-Held Business Transfer & Exit Strategies – 1 credit
The purpose of this one-credit seminar is to educate you on several ways closely-held business owners can either sell their interest to a co-owner, or transfer the business to a family member during life or at death. It is important for you to understand various planning techniques, tax and funding implications as the business may be the most valuable asset of their clients.
Understanding Non-Qualified Deferred Comp – 2 credits
This two-credit course is geared toward your small and medium-sized business owner clients. It is designed to help you understand the numerous variations possible in the design and implementation of non-qualified deferred compensation (NQDC) plans. You’ll review the basics of a non-qualified deferred compensation plan (NQDC) and how these plans work. You’ll also look at plan design, funding options, and tax issues, including Section 409A.
Date and Time
Wed, May 20, 2020
1:30p - 4:30p EST
This seminar will be held virtually