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Congrats to Chris Chaney on becoming a Certified Exit Planning Advisor!

We’re excited to share with you that Chris Chaney recently earned his Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institue’s intensive four-day executive program. The CEPA program is the most widely accepted and endorsed professional exit planning program worldwide and was specifically designed for business advisors…

How to Avoid Tax Penalties on Your 529 Refund

Did you or your child receive a refund from college?  If so, that refund could be subject to taxation and a 10% penalty. https://www.youtube.com/watch?v=oJrH4WaZOvo The IRS could consider this refund as no longer being used for Qualifying Education Expenses.  This refund would then be recharacterized as a taxable distribution. In…

 Estate Planning Myths and Tips

Register for Estate Planning Myths and Tips on Jul 21, 2020, 12:30