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7 item(s) found
  • On-site & Webcast
  •  COA, Up to 3.0 CLE, 3.0 CPE, 3.0 CFP

Northwestern Mutual invites you to participate in a live symposium on estate planning after the new tax law.

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  • Webinar
  •  1.2 CPE, 1.0 General COA, 1.0 CLE, 1.0 CFP

Your clients own a business, and they want a buy-sell arrangement funded with life insurance that combines the best attributes of a cross-purchase and an entity-purchase.  Their wish list is long: 
 

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  • On-site Event
  •  5.0 CLE; General COA

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  • On-site & Webcast
  •  General COA, Up to 3.0 CLE, 3.0 CPE, 3.0 CFP

Almost one year ago, the tax world dramatically changed with the enactment of the Tax Cuts and Jobs Act (TCJA). While we’re still living with uncertainty regarding many aspects of the TCJA, we have received guidance from the IRS on some provisions, including the issuance of proposed regulations on tax deductions for pass-through business owners under Section 199A. As we approach the end of the first tax year following the TCJA, what type of planning should businesses and business owners consider for the remainder of 2018 and beyond? The past year has also seen the continuation of a tight labor market with low unemployment rates. What type of employee benefits plans can businesses implement to recruit and retain key employees and skilled workers? Hear from Northwestern Mutual’s Advanced Planning team on these important issues for businesses and business owners. 

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  • Webinar
  •  1.2 CPE, 1.0 CLE, 1.2 CFP, 1.0 General COA,

Northwestern Mutual invites you to participate in a live webinar presented by its Advanced Planning team on generational wealth planning. Our experts will share the strategies being evaluated by clients and walk-through planning scenarios for clients to consider.

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  • Webinar
  •  1.2 CPE, 1.0 General COA, 1.0 CLE, 1.2 CFP

Northwestern Mutual invites you to participate in a live webinar from its Advanced Planning team on employee and executive benefits. The expert speakers will share strategies being evaluated by businesses and business owners to keep and recruit key talent in a tight labor market and how these strategies might differ for non-top-hat employees. These strategies include using qualified retirement plans and nonqualified plans, such as nonqualified deferred compensation arrangements and excess benefit plans.

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  • On-site & Webcast
  •  General COA, Up to 3.0 CLE, 3.0 CPE, 3.0 CFP

The typical American has a broad range of planning concerns each and every day. How will I pay for my kid’s education? When can I retire? What will happen if my elderly parents run out of money before they die? How should I donate to my favorite charity and/or alma mater? Will I be able to leave assets to my kids and grandkids when I die? If so, what is the best way to do that? Northwestern Mutual’s Advanced Planning Attorneys will walk through these planning concerns.

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