Tune in to hear Jim Hebets from NFP, tax expert Ken Kies, and AALU’s Armstrong Robinson discuss how you could save thousands of dollars—possibly more—by taking advantage of the 199A tax deduction that AALU helped to enact. Click here to download the slide deck. The team at AALU has created a simple guide to help...
Tune in as AALU Counsel Brad Campbell and Bridget McNamara, CEO & President of M Holdings Securities, discuss the SEC’s recently finalized standard of conduct rule, its impact on brokers and advisors, and initial marketplace reaction. Click here to download full slide deck. .
Whether this is your first or 10th time attending AALU’s Annual Meeting, this is a great opportunity to learn the ins and outs of our new and improved conference. Get ready to make the most of your three days at TRANSFORM 2019! Click here to view the full slide deck. .
Join us for a webinar to prepare for an exciting day advocating for the industry as part of Capitol Hill Club (CHC) Day! We will discuss what’s happening on the Hill and AALU’s policy priorities in preparation for CHC taking place on April 30 as part of TRANSFORM 2019, April 28-30. AALU staff will give…
First time attending Capitol Hill Club (CHC) Day with AALU? Tune into our First Timers’ webinar to help prepare for your trip to Washington, D.C.! Here, we provide an overview on effective advocacy and AALU’s policy priorities in preparation for CHC, taking place on April 30 as part of TRANSFORM 2019, April 28-30. We share...
Tune in for an exclusive webinar with Michelle Hervey, Michael Stiff, and Chris Morton as they discuss the implications of the final 199A regulations.
Tune in for an exclusive webinar with Ken Kies, Chris Morton, and Armstrong Robinson to discuss the regulation and answer questions on its applicability to you. Download full slide deck here.
Topics: Gifting Strategies
Join us as Michael Fontanini, VP of Advanced Sales & Design at Lion Street and Caroline McKay, AVP & Counsel of Advanced Markets at John Hancock, discuss gifting strategies for the year ahead given the temporarily-doubled estate tax, gift tax, and GST under the TCJA. Click here to download full slide deck.