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Continuing Education
Continuing Education

Continuing Education Credits from the Kansas Department of Insurance The Truth About Estate Planning Workshop™, Retirement Plan Review Program, Nuts ‘N Bolts I (Overview) and Nuts ‘N Bolts II (Trustee Training) have been approved by the Kansas Insurance Department to earn ...

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Blog posts in October, 2018

  • What Is a Management Succession Plan, and Why Do I Need to Make It Part of My Business Plan?

    A management succession or business continuity plan is the blueprint for implementing your exit strategy. It specifically directs who will operate, or ...

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  • The Loan that Keeps on Giving

    Betty had been a client for over 15 years. Her only daughter and her husband were deceased. Betty had two grandchildren whom she cared for deeply. ...

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  • Outgrowing the Sole Proprietorship

    Jerry Sims started his small business from scratch, and has always run it as a sole proprietorship. Now that his revenues have become predictable, and ...

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  • IRS Issues Long-Term Care Premium Deductibility Limits for 2018

    The Internal Revenue Service (IRS) is increasing the amount taxpayers can deduct from their 2018 income as a result of buying long-term care ...

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  • Crisis Planning

    Many families wait until their loved one (mom, dad, sibling, etc.) develops a disability issue that requires full-time assistance. That assistance can ...

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  • The Portability Election Panacea?

    A quick explanation of the IRS portability rule: When the first member of a married couple passes away, the surviving spouse may carry over any unused ...

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  • Asset Protection Trusts Offshore

    When an affluent individual or family has very high potential for liability and lawsuits (such as a physician), domestic asset protection strategies ...

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