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Qualified Small Business Stock / §1202

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Qualified Small Business Stock / §1202

June 7 @ 9:00 am - 11:00 am

THIS COURSE IS ONLY CREDITABLE FOR CFP, MA INSURANCE, & ACCOUNTING CREDIT

This course is presented by Investment Professional, Caleb Powers and is an entry to mid-level course that covers the basics of Qualified Small Business Stock and IRC §1202. Trusted advisors of all types are often looking for ways to add value to their clients by suggesting strategies to help optimize tax efficient wealth creation and transfer. This course is designed to increase the professional competence of the attendees and has significant intellectual and practical legal and regulatory content.    Insurance professionals will benefit from both the general understanding of the laws and regulations associated with IRC §1202 this course also covers specific use of life insurance as relates to those entrepreneurs who coordinate planning for their IRC §1202 companies with life insurance planning.

The deadline to register is Wednesday, June 5.

Fill out the form below.

 

Event Registration - Professionals Without CFP

  • (Required for CFP CE) (If this does not apply to you, please put N/A)
  • (Required for CFP CE) (If this does not apply to you, please put "N/A")
  • *Different from Insurance License Number (Required for CT & MA Insurance CE) (If this does not apply to you, please put "N/A")
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Details

Date:
June 7
Time:
9:00 am - 11:00 am
Event Category: