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Alanna Fabbri Butera, MA
APEG Membership New Member Fee
Ben Rathbun, M.B.A.
Brian Boak, CPRIA, CLU
Brian E. Raftery Esq.
Bryan Drake
Chris Bogren, JD
Contact Us 800-568-2444
D. Andrew (ANDY) Hickman
D. Andrew Hickman
Daren Raoux, CPA, CA, CPA (IL, USA)
Davin Salvagno
Debbie Niemann, MBA, ChSNC
Donald Denstaedt, CFP
Elizabeth Forspan, Esquire
Eric C. Ward, ASA
Foundations Team
Gregg R. Fortune, CFP, CFS, AEP, ChFC
Gregory C. Hamilton, Esq.
Hanna Y. Laver
James Knaus, CFP, RICP
James L. Cunningham, JR.
Jamie L. Mendelsohn
Jay Kautt, JD
Jedidiah Collins
Jeff Rattiner, CPA, CFP®, MBA
JEFF RATTINER, CPA, CFP®, MBA
Jeffrey Hoenle, CFP, AEP
Jeffrey Richard Hoenle
Jeff Sietstra, BFA™
Jill L. Miller, Esq.
John Horwath
Joshua Lackowski
Leah Del Percio, Esquire
Liza J. Hecht, Esquire
Lubna J. Channo, CPA, CTS, CTP
Mark T. Wise, CFP, CRPC
Martha Shedden, RSSA, CRCP
Martin M. Shenkman
Matthew Stojkov
Melinda A. Caughill, CSA
Michelle R. Diamond
Natalia Kujan Gentry, Esq.
Ric Edelman
Richard Hillson
Rickie Taylor
Ron Rubin, CLU, ChFC
Russell J. Fishkind, Esq.
Ruth Raftery, JD, CPA
Sally A. Vaughn, CTFA
Sara A. Schimke, Esq.
Scott Stolz, CFP®, RICP®
Terry Altman,CFP,CLU
Tricia L. Lincoln, Esq.
Venar Ayar
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Tax Planning
APEG Membership
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A Community of Professionals Engaged in Comprehensive Planning
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Exclusive SPS Family Membership
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An SPS Community Committed to Financial Planning
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Advisor Group Jump Start - Cohort 4
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Ongoing Professional Development
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The SECURE Act & New Proposed IRS Regulations
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Leveraging Tax Deferred Annuities in Irrevocable Trusts
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Managing Capital Gains Tax: Are Opportunity Zones a Solution?
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Options for dealing with a Notice from the IRS
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Addressing Deferred Interest Build-up
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Jeffrey Hoenle, CFP, AEP
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Beware of Clients with Non-US Connections
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Daren Raoux, CPA, CA, CPA (IL, USA)
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Income Tax Planning: To Roth or Not To Roth……
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Matthew Stojkov
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Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
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Brian E. Raftery Esq.
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Considerations in Owning Rental Property
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Understanding the financial, legal, tax and insurance elements of owning rental property.
Jeffrey Hoenle, CFP, AEP
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The Basics of Income Planning
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The elements of a families retirement income plan.
Jeffrey Hoenle, CFP, AEP
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Foundations: Income Tax Single Topic
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Single Topic Course Only
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