Resources

// Blog
House Ways and Means Committee Issues Draft of Retirement Plan Tax Provisions September 17, 2021
House Ways and Means Committee Issues Draft of Individual and Business Tax Proposals September 17, 2021
House Ways and Means Committee Issues Draft of Estate Planning Tax Proposals September 17, 2021
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// Webinars
The Future of HCM Technology October 14, 2021 at 01:00 pm
Individual Coverage Health Reimbursement Arrangements: A New Type of Health Plan Shaking Up the Insurance World September 30, 2021 at 01:00 pm
The Primary Uses of Deferred Compensation October 4, 2021 at 01:00 pm
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// Sam Rouman on Financial Best Practices for Physicians and Educators
Sam Rouman on Financial Best Practices for Physicians and Educators September 16, 2021
Abby Lubozynski on Tax Planning for Educators September 02, 2021
Dr. Susan Burns on Leading During a Pandemic August 19, 2021
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// Guides
The Five Gaps and Five Solutions in Financial Planning for Leaders in Higher Education March 29, 2021
Should I Consider Refinancing My Mortgage? March 18, 2021
Should I contribute to my Roth IRA vs. my traditional IRA? March 18, 2021
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// Videos
Understanding the ERC Credit April 01, 2021
Retail: The Impact of Ecommerce on Sales Tax Compliance December 03, 2020
What Does a Fraudster Look Like? November 11, 2020
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