Qualified-Retirement-Plans
Filed under:
Section 79 Tax Code
01:28A brief overview of the Section 79 tax code…
Charitable Planning
01:47The use of charitable planning and gifting as an advanced tax planning strategy.
Institutional vs Retail Investing
01:19Understanding the difference between the Institutional and Retail investing models.
Captive Insurance Companies
01:26What is a Captive Insurance Company and what are its benefits?
Charitable Remainder Trusts
01:30Using a Charitable Remainder Trust as an advanced financial planning strategy.
Family Limited Partnerships
01:58Qualified Retirement Plans
01:33We assist CPAs by exploring options for their clients who own businesses. One of these options is the selection of a qualified retirement plan for their employees.
Cash Balance Retirement Plans
01:26What is a Cash Balance Retirement Plan and how can they assist business owners and professionals in achieving their retirement goals?
Non-Qualified Deferred Compensation Plans
01:36An advanced tax planning strategy for high income earners and business owners.
Fixed Indexed Annuities
01:41How a Fixed Indexed Annuity can be used to grow and protect retirement assets.
Asset Valuation
01:27The ability to assist your clients in determining the value of their business or other valuable assets.
The Many Advantages of Life Insurance
01:56When utilized properly, life insurance offers far more than just a death benefit.
Traditional IRA vs Roth IRA
01:38What is the difference between a Traditional IRA and a Roth IRA?
Roth IRA Conversions
01:21What are the benefits of converting a Traditional IRA to a Roth IRA?
Annuity Overview
01:55A brief overview of the types of annuities and the characteristics of each.
Fiduciary vs Suitability
01:26Registered Investment Advisors operate under the same fiduciary standard as a CPA. Learn more in this brief video.
Social Security Basics
01:54While receiving distributions from Social Security may sound like a simple and easy process, it is not one that should be taken lightly or without proper consultation. Scenarios can vary significantly and must be fully understood.
Tactical Portfolio Management
01:32Growing and protecting assets through the use of Tactical Portfolio Management.
Income Planning
01:45Understanding the difference between the accumulation phase of income planning and the distribution phase.
Financial Advisors: What We Do
01:46What role does a financial advisor play in helping you to orchestrate your future and retirement?
The Realities We Face
02:01Americans face a mounting number of financial challenges as the population ages.
Becoming Your Clients’ Trusted Advisor
01:35Our goal is to assist CPA’s in becoming their clients’ Most Trusted Advisor. But what does that really mean? Learn more in this brief overview video.
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Financial Advisors: What We Do
What role does a financial advisor play in helping you to orchestrate ...
Income Planning
Understanding the difference between the accumulation phase of income ...
Asset Valuation
The ability to assist your clients in determining the value of their ...
The Realities We Face
Americans face a mounting number of financial challenges as the ...
The Many Advantages of Life Insurance
When utilized properly, life insurance offers far more than just a ...
10 Ways CPAs Can Gain More Local Exposure
As a CPA, you often spend your days buried in tax forms and computer ...
CPAs: The Retirement Horizon is Changing for Your Clients
As your clients enjoy longer, healthier lives, they can also ...
4 Surprising Ways Life Insurance Can Serve Your Clients
Your clients probably think of life insurance as a safety net for ...
CPAs: Don’t Let Your Clients Put Their Lives on Hold
A recent study by the AICPA uncovered the depth to which our ...
CPAs Should Evaluate Clients’ Life Insurance Policies
As your clients’ most trusted advisor, they may turn to you for ...
Investment Advisory Services offered through John P. Dubots Capital Management, LLC, CA License # 0822926