Tax Update for Retirement Planners and Investment Advisors
Description
The regulatory world is complex for advisors. Not only are you subject to SEC and FINRA regulations, but what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing, insurance, and taxes. It is not enough to just know the Code sections or the final rules affecting them. Your clients want to know how changes and updates affect their financial well-being.
Objective
Identify key tax changes for individual clients State the key aspects of Trump IRAs and Trump Accounts Recognize SEC clarifications on which cryptocurrencies are considered securities
Attendee Information
David Peters, CPA, CFP, CLU, CPCU, MST, MBA
Required Knowledge
Previous experience in financial planning, investment management, tax, or other related financial professional fields
Credit Types
- CPE – Taxes
Event Code:PRU2-2026-01-WEBNR-308-01
Fields of Study:CPE - Taxes
Other fields:
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