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  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 09/25/2024 at 12:00 PM (MDT)

    Philanthropic professionals often interact and intersect with a donor’s professional advisors in the course and scope of the client’s philanthropy.

    Philanthropic professionals often interact and intersect with a donor’s professional advisors in the course and scope of the client’s philanthropy. This practical program discusses and identifies some best practices in the sometimes awkward or tricky relationship of a philanthropic professional on behalf of a charitable organization and a donor’s professional advisor.

    • By the end of the presentation, participants will be able to appreciate the critical importance of the quality of the relationship between a philanthropic professional and the professional advisors of a donor or prospective donor in the chances of the donor or prospective donor making a significant gift.
    • By the end of the presentation, participants will be able to understand what motivates both philanthropic professionals and a donor’s professional advisors and why it’s important to know this information
    • By the end of the presentation, participants will learn some best practices for all advisor to work together

    L. Paul Hood, Jr., JD, LL.M.

    Paul Hood Services

    Paul Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center. Paul has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. Paul has authored or co-authored nine books and hundreds of professional articles on estate and tax planning and business valuation. A frequent contributor to Leimberg Information Services since its inception, Paul is a highly sought after speaker and consultant due to his innate ability to see through complexities and explain difficult and even boring subjects in understandable and entertaining language. He minces no words in doing so. Along the way, Paul’s been a father, husband, lawyer, trustee, director, president, partner, trust protector, director of planned giving, expert witness, agent, professor, judge, juror and a defendant, and he uses his experience in these myriad roles to guide others.

    Klementina (Tinea) X. Sula

    Sr. Director of Family Philanthrophy

    Jewish Federation of Detroit

    Klementina (Tina) X. Sula is the Sr. Director of Family Philanthropy at the Jewish Federation of Detroit. She advises multigenerational families on how to give on purpose, helping them align their philanthropy with their purpose and values while engaging the next generation with the family philanthropy. She also teaches networking at the University of Michigan. She also has experience in alumni engagement, global philanthropy, and healthcare philanthropy. She holds a B.A. in Political Science, a Master of Public Policy degree, and a M.A. in Higher Education – all from the University of Michigan.

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  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 08/20/2024 at 12:00 PM (MDT)

    Guest speaker Erinn Andrews will show us why it’s good for business to integrate charitable planning in our practices and lead us through a client-like experience to define/explore our personal charitable values.

    Guest speaker Erinn Andrews will show us why it’s good for business to integrate charitable planning in our practices and lead us through a client-like experience to define/explore our personal charitable values. We will also learn that tax savings is a secondary or tertiary reason that people give, and how we can lean into our clients’ primary motivations for giving.

    Erinn Andrews

    Erinn Andrews’ bio includes creating a philanthropic start-up that was acquired by GuideStar, then led GuideStar’s nonprofit strategy, moved on to heading a philanthropic think tank at Stanford University, and finally founded GiveTeam (a philanthropic advising firm) with a mission statement “To help donors give more, give better, and give now.” She currently serves on the national board of Advisors in Philanthropy (AiP). 

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 08/16/2024 at 2:00 PM (MDT)

    Larry Pon wants to continue the tax conversation with you!

    Larry Pon wants to continue the tax conversation with you! Have questions? Larry has answers! Join us for a LIVE Q&A session where Larry answers your tax-related questions and provides up-to-date insight on laws and regulations. 

    If you have questions ahead of time, you can send them to learning@onefpa.org. 

    Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP

    Pon & Associates

    Mr. Pon is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, and Accredited Estate Planner in Redwood Shores, CA.   

    Mr. Pon has been practicing since 1986.  He provides the latest advanced tax and financial planning strategies to financial planners so they can be knowledgeable with their clients.

    Mr. Pon received his BS in Business Administration from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

    Mr. Pon is a long time member of the Financial Planning Association and speaks frequently to the San Francisco and Silicon Valley Chapters.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 08/15/2024 at 2:00 PM (MDT)

    The expiration of the Tax Cuts & Jobs Act (TCJA) is right around the corner on December 31, 2025

    The expiration of the Tax Cuts & Jobs Act (TCJA) is right around the corner on December 31, 2025. We will talk about possible tax planning moves before December 31, 2025 and how to be prepared for different tax planning strategies in 2026. We will need to be prepared for major changes in estate planning such as the expected reduction in the lifetime exclusion. We will also address the expected reduction in the standard deduction and how clients will need to learn to itemize their deductions on Schedule A again. Larry will also provide a bonus update on the recent Supreme Court rulings.

    • What is the TCJA? 
    • What Provisions are expiring? 
    • What should we tell our clients?

    Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP

    Pon & Associates

    Mr. Pon is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, and Accredited Estate Planner in Redwood Shores, CA.   

    Mr. Pon has been practicing since 1986.  He provides the latest advanced tax and financial planning strategies to financial planners so they can be knowledgeable with their clients.

    Mr. Pon received his BS in Business Administration from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

    Mr. Pon is a long time member of the Financial Planning Association and speaks frequently to the San Francisco and Silicon Valley Chapters.

  • Contains 3 Component(s) Includes a Live Web Event on 08/14/2024 at 12:00 PM (MDT)

    The largest financial risk to an insurance agency in 2024 according to Allianz’s recent risk study is Cyber Crime.

    The largest financial risk to an insurance agency in 2024 according to Allianz’s recent risk study is Cyber Crime. The attacks are getting more complicated and the with more frequency than in the history of cyber- crime. In that same time, the technology and tools are drowning business leaders in features and starving them for benefits. During our time, we’ll look at the top cyber-crimes in the industry today, how they are impacting you and your customers, and the top cyber secrets to severely lower the risk of an attack and the overall impact of a breach.

    • Attendee will get an understanding of the financial impact of not addressing cyber crimes
    • Attendee will learn how cyber-crime has changed in 2024 and how to spot them
    • Attendee will learn what Not To Do when trying to protect themselves or customers from cyber crimes
    •  Attendee will learn Top Cyber Secrets to lowering their risk of an attack and the impact if/when one occurs

    Daniel Metcalf

    Co-Founder

    CyberFin

    He’s the self-proclaimed “Geek” at CyberFin. Daniel loves to solve business challenges with technology. With 20 years’ experience in the tech space and the last 7 years providing cyber services to Financial Services organizations and their customers, Daniel knows the importance of cyber security protection. Daniel says he has the best job at the company, combining his passion for technology and education in his quest to eliminate cybercrimes and regulation fines in the SMB space.

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  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 08/14/2024 at 10:10 AM (MDT)

    Dr. Adams will talk to us about the latest research and development regarding Autism and the Gut Microbiome.

    Dr. Adams will talk to us about the latest research and development regarding Autism and the Gut Microbiome. He will also talk to us about the FDA drug approval process and how he formed a company funded by over 50 autism families to work on FDA approval of Microbiota Transplant Therapy

    Dr. James Adams, PH.D.

    Professor at Arizona State University

    President of Gut-Brain-Axis Therapeutics Inc.

    Dr. Adams leads the Autism Research Program at Arizona State University, and the ASU Biodesign Center for Health Through Microbiomes. He's a graduate of Duke University and The University of Wisconsin at Madison.  He is a co-founder and president of Gut-Brain-Axis Therapeutics inc.  He has an adult daughter with autism.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 08/13/2024 at 1:00 PM (MDT)

    What are top-performing advisors doing to drive business and differentiate themselves?

    What are top-performing advisors doing to drive business and differentiate themselves? Learn how to transform your practice by making more efficient so you have capacity for growth. The conversation will include how to

    • create a service model that accounts for the entire client journey
    • leverage yuor existing resources to provide consistent, 5-star experiences
    • improve client onboarding, overall branding and your client communication plan

    Victor Rohe, CIMA

    Regional Director

    MFS

    Victor Rohe is a Regional Director for MFS. In his role he shares MFS’s intellectual capital and resources with financial advisors in the greater metro DC area. He’s been in the industry for more than 20 years, including 11 years at JPMorgan and the last 3 at MFS Investment Management. Victor is a graduate of the University of Central Florida and holds a CIMA designation from the Wharton school of business. Vic lives in McLean Virginia with his wife Samantha and his dog Dexter.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 08/08/2024 at 2:00 PM (MDT)

    The success of your operations and back-office functions goes a long way to determining your success as a firm.

    The success of your operations and back-office functions goes a long way to determining your success as a firm. But what does that look like and how does it set up your firm for success? In this presentation, we’ll define the characteristics of a successful operations function and the impact they can have on your clients and organization. Just defining those characteristics isn’t enough though, we’ll cover actionable steps you can take to make real improvements. Whether you’re a one-person shop, a partnership, or running an entire Operations and Client Service team, you’ll come away with a fresh perspective on how your firm can improve as a whole by having an efficient, effective, and empowered operations and back-office function.

    Ben Watson, CISM

    Ben Watson Consulting

    Ben has almost 20 years of experience running technology and operations for multiple registered investment advisors. He’s planned and executed many system implementations of key technology providers to advisors.  Whether it’s standing up the technology for a spin-off firm with no down-time, rescuing a floundering system implementation or transitioning a platform while minimizing disruptions, he works hard to make sure that you can focus on your clients. In his various roles in the industry, Ben has become an expert in multiple advisor technologies including Tamarac Reporting, Tamarac CRM, Practifi, PreciseFP, Morningstar, MyComplianceOffice, and Smarsh as well as non-advisor specific technology like Okta, Box, Office 365, various communication platforms like Teams, RingCentral and Zoom as well as different productivity tools like Asana and Docusign. 

    With his extensive experience, Ben brings a level of insight and understanding that can only be found by someone who’s done the work.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/24/2024 at 1:00 PM (MDT)

    This had been a monumental year for crypto with the emergence of Bitcoin ETFs.

    This had been a monumental year for crypto with the emergence of Bitcoin ETFs.  Join us to learn what crypto truly is and why it matters.  Explore how advisors are adopting it into their practice and why you should consider an allocation as well.


    Brooke Stoddard

    Grayscale Investments

    Brooke Stoddard is the Vice President on the client team at Grayscale Investments. Since joining Grayscale in 2019, Brooke has educated institutional and high net worth investors about the digital currency asset class and helped to raise billions of dollars in new capital into Grayscale products. Prior to joining Grayscale, Brooke was a private wealth advisor at Goldman Sachs, where he advised institutional and high net worth investors on asset allocation strategies and portfolio management. Brooke earned his Bachelor of Arts in History from Princeton and his MBA from Wharton at the University of Pennsylvania.

    Michael Zhao

    Research Associate

    Grayscale Investments

    Michael Zhao is a Research Associate at Grayscale Investments, analyzing the broader crypto market and educating investors using macro data, on-chain metrics, tokenomics, and smart contract analysis. Before joining Grayscale, Michael was a Senior Analyst at FCP, focusing on the real estate private equity market. He holds a Bachelor’s in Accounting and Finance from Georgetown University.

  • Product not yet rated Contains 3 Component(s)

    In this Knowledge Circle, guest speaker David Enquist will discuss: ​ - Insight into European Pensions & Retirement Plans. - Country Specific Foreign Pension Education (Switzerland, UK, & Sweden). - Inbound US Treatment of Foreign Pensions & Retirement Plans. - US Tax Treatment of Foreign Pensions & Retirement Plans at Time of Contribution & Distribution.

    In this Knowledge Circle, guest speaker David Enquist will discuss:

    • - Insight into European Pensions & Retirement Plans.
    •  - Country Specific Foreign Pension Education (Switzerland, UK, & Sweden).
    •  - Inbound US Treatment of Foreign Pensions & Retirement Plans.
    •  - US Tax Treatment of Foreign Pensions & Retirement Plans at Time of Contribution & Distribution.

    • Have a better understanding of various cross-border European pension plans.
    • Help clients navigate European foreign retirement plans in a tax-efficient manner.
    • Have broad knowledge about how the US treats European retirement plans, along with the pitfalls and opportunities.

    David Engquist, CPA

    Quist US Tax and Consulting GMBH

    David is a US CPA licensed in CA. He has over a decade of experience in US taxation, primarily focused on cross-border tax complexities. He was previously part of the PWC private client team in Switzerland before starting his own firm, Quist US Tax and Consulting GMBH. He is based in Zurich, Switzerland.