March 9th Quarterly Meeting:
The 2017 Tax Law and Its Impact on Individuals and Businesses
Join David Weiss, CPA, CFP®, ChFC as he provides an overview of the Tax Cuts and Jobs Act of 2017 provisions, and the effect on individual and business taxation. During this session, David will provide an in-depth analysis of how the bill was passed, and why many of the changes are scheduled to expire within ten years. He will then touch on all individual changes and their effect on filing tax returns for 2018 and beyond. Discussion of business tax changes, with emphasis on provisions that affect small businesses, especially the 20% pass-through tax deduction. Finally, we will discuss the corporation tax switch from a Worldwide to a Territorial Tax System, and how this will affect investments going forward.
Session has been submitted for 1-hour CE, CFP®
Speaker: David Weiss, CPA, CFP® ChFC read more...
Enrich your career with a Financial Planners Journey to Australia in 2018
Financial planning is truly a global profession, so take some time in 2018 to join an adventure of a lifetime to Australia to explore how financial planning is delivered...Down Under style. From Aug. 23 to Sept. 1, 2018, you can join Dan Moisand, CFP®, Nick Nicolette, CFP® and a select group of US financial planners on a journey to gain a better understanding of the practice of personal financial planning, as well as the development of the financial planning profession in Australia, through conversation with local financial planners. And of course there will be plenty of time to explore Sydney, Melbourne and many of the sites that make Australia a one-of-a-kind destination. Learn more and register today!
The FPA of Central Florida is dedicated to the success of our membership by promoting the value of the financial planning process through professional development, networking, and community awareness.
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About the 2017 Trends in Investing Survey
The 2017 Trends in Investing Survey, conducted by the Financial Planning Association® (FPA®), the Journal of Financial Planning, and sponsored by Longboard Asset Management, was fielded in late March and early April 2017 and received 302 online financial adviser responses.Download PDF
Is Your Data Safe?
The issue of cybersec urity for financial advisers and their firms is as complex as it is critical to the future of the industry.
Despite the fact that 8 in 10 advisers identify cybersecurity as a high priority, only 29 percent of advisers completely agree they're fully prepared to manage and mitigate the associated risks. This significant disconnect only serves to demonstrate that advisers lack a clear understanding of the risks, as well as the ability to identify a common path forward to neutralize this critical issue.Download PDF
Cybersecurity: Client Perception and Communication
The first in a series of three whitepapers designed to help advisers apply the research to their respective practices. This whitepaper, specifically, covers five key areas of cybersecurity as it relates to clients, including client awareness, perceived concern, adviser role in educating clients, the communication process, and the opportunity to be proactive with clients.Download PDF