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Bryn Mawr Trust Weekly Market Summary December 15, 2014
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12/17/14
After seven consecutive weekly gains, the global markets experienced downside volatility, especially for equities that finished on average down over 3% for the week. The continued rapid decline in oil …


The Tax Trap of Year-End Qualified Plan Distributions
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12/17/14
End of the year retirement plan distribution decisions are looming in the minds of many clients. For those clients who are eligible to take lump sum distributions from their qualified retirement plans …


A Family Approach to Philanthropy
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12/17/14
Families who establish charitable foundations, in the interest of incorporating philanthropic goals into the families' lives, have a much greater likelihood of ensuring that their wealth will be trans …


CPAs’ Evolving Role as Estate Planners
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12/17/14
The estate planning tax sea change created by the American Taxpayer Relief Act of 2012 (ATRA), P.L. 112-240, is old news by now. Every practitioner is well-familiar with the inflation-adjusted $5 mill …


RECENT AND UPCOMING EVENTS

Jan 14, 2015 Sponsored Education Online
Free to Members
Save Your Clients Money, Add Revenue to Your Practice
Stephen J. Hall, CEO
Topic: Save Your Clients Money On Credit Card Processing Fees, Add Highly Profitable Recurring Revenue To Your Practice. Sponsored by iTransact. Details coming soon.


Jan 18–
Jan 22, 2015 Arizona Institute
2015 Arizona Institute

The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.


Feb 02, 2015 Sponsored Education Online
Free to Members
Don't Worry, Retire Happy:Seven Steps to Retirement Security
Tom Hegna, CLU, ChFC, CASL
Innovative retirement planning concepts
Sponsored by TomHegna.com.


Feb 18, 2015 Video Teleconference
TBD
Topic - Business and Estate Planning: Managing Risk, Protecting Assets, Achieving Client Goals. Details coming soon.


Mar 04, 2015 Audio/Web Conference
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Topic - Layering Plans. Details coming soon.


Apr 22, 2015 Sponsored Education Online
Free to Members
TBD
Topic - E&O. Details coming soon.


May 14–
May 15, 2015 Clinic
FSP Clinic for Advanced Professionals
An in-depth educational meeting on issues of high importance to financial professionals.


May 20, 2015 Video Teleconference
TBD
Topic: Taking a Deep Dive into the Family Business Ocean. Details coming soon.


Jun 10, 2015 Sponsored Education Online
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TBD
Sponsored by iTransact. Details coming soon.


 

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