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Tax Planning


APEG Membership
A Community of Professionals Engaged in Comprehensive Planning
98 Course Bundle
$1,495/year
Exclusive SPS Family Membership
An SPS Community Committed to Financial Planning
90 Course Bundle
$1,495
Advisor Group Jump Start - Cohort 4
December 2022 Cohort
Contact Us 800-568-2444 Contact Us 800-568-2444
$2,750
Advisor Essentials for Producers Choice Network
Ongoing Professional Development
97 Course Bundle
$695/year
The SECURE Act & New Proposed IRS Regulations
September 28, 2022
Jay Kautt, JD Jay Kautt, JD
Leveraging Tax Deferred Annuities in Irrevocable Trusts
June 23, 2021
Chris Bogren, JD Chris Bogren, JD
Liquidity Opportunities in Rental Property… This is the Year!
June 22, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Managing Capital Gains Tax: Are Opportunity Zones a Solution?
June 9, 2021
Richard Hillson Richard Hillson
Options for dealing with a Notice from the IRS
May 12, 2021
Venar Ayar Venar Ayar
Addressing Deferred Interest Build-up
February 25, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Beware of Clients with Non-US Connections
January 27, 2021
Daren Raoux, CPA, CA, CPA (IL, USA) Daren Raoux, CPA, CA, CPA (IL, USA)
Income Tax Planning: To Roth or Not To Roth……
November 23,2020
Matthew Stojkov Matthew Stojkov
Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
July 8, 2020
Brian E. Raftery Esq. Brian E. Raftery Esq.
Considerations in Owning Rental Property
Understanding the financial, legal, tax and insurance elements of owning rental property.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
The Basics of Income Planning
The elements of a families retirement income plan.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Foundations: Income Tax Single Topic
Single Topic Course Only
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
$295