Effective immediately, due to the social impact of the COVID-19 virus, all Professional Study Groups (PSG) for FSP Columbus have been cancelled for March and most of April. We will closely monitor the status of this pandemic and resume these sessions when prudent. Any questions, please call (317) 844-6268.

Our monthly Meeting Location  – Replaced by Virtual Attendance via zoom webinar until further notice

We have moved our monthly meetings to COhatch in Upper Arlington – come join us and check it out!

COhatch in Upper Arlington (The Overlook)

1733 W. Lane Ave.

Columbus, OH 43221

Details For Each Monthly Meeting:

11:30am – 1:00pm

11:30am – 11:55am:  Registration Opens, Networking, Lunch
11:55am – 12:00pm: Chapter Announcements & Introduction of Guest Speaker
12:00pm – 1:00pm:  Presentation

View/download our 2019-2020 Program Calendar


Our June 11, 2020 Meeting will Be


Register In Advance For This ZOOM WEBINAR



COVID-19 Tax Benefits and Planning Opportunities

This presentation will discuss the tax aspects of the CARES Act including areas such as recovery rebates, waiver of 10% early withdrawal penalty, RMD waiver, charitable deductions changes, student loan exclusion, employer retention credit, delayed payment of employer payroll taxes, and net operating loss changes.  The presentation will also highlight the key provisions of the SBA Paycheck Protection Program and other government stimulus related to the COVID-19 Pandemic.  Several tax planning opportunities and case studies will be discussed throughout to help taxpayers maximize available tax benefits.

Discussion Topics:

  • Roth conversion opportunities in the current environment
  • PPP Loan update with the latest information as of the presentation date
  • SECURE Act: Partial elimination of the Stretch IRA and related planning strategies
  • CARES Act: Waiver of 10% early distribution penalty for Corona distributions
  • CARES Act: Waiver of required distribution rules
  • CARES Act: Recovery rebates for individuals and related 2020 planning opportunities
  • SECURE Act: Changes to RMDs
  • CARES Act: Employee retention credit for employers
  • CARES Act: Delayed payment of employer payroll taxes
  • Families First Coronavirus Response Act Tax Credits
  • Emergency Paid Sick Leave Act
  • Emergency Family and Medical Leave Expansion Act

(1.0 Ohio Insurance CE credits Pending; 1.0 CFP, CLE and CPA CE credits Approved)



William  T. Vasil CPA, CFP®, MAcc
Tax Partner

As a Tax Partner at the firm, Bill specializes in planning and compliance for high wealth individuals, small business entities, and multi-state trusts and partnerships. Bill’s proactive approach to tax planning ensures that his clients are utilizing the latest strategies and techniques. Bill also manages our highly regarded professional athlete practice. He is a Certified Public Accountant, as well as a Certified Financial Planner.

Prior to joining the firm, Bill worked in the Columbus, Ohio office of Ernst & Young. He graduated Summa Cum Laude with honors earning both a Bachelor’s degree and Master of Accounting degree from The Ohio State University. Bill was a member of the Honors Accounting Program at the Fisher College of Business. On Saturday afternoons, Bill was a five year member and squad leader of The Ohio State University Marching Band.

Bill enjoys spending time with his two daughters, rooting for his hometown Cleveland sports teams and mastering his BBQ smoking skills.



Here are 2 national FSP benefits that may be of interest to our members:

1. ALI-CLE Webinar: Life After LIBOR: What to Expect and How to Prepare
FREE CLE/CPE credit available

2. Member Discount Program: ALI-CLE (https://www.ali-cle.org)
FSP members get a 30% discount on in-person conferences (code FSPIP30)
FSP members get a 40% discount on webcasts and on-demand programs (code FSPWD40)

ALI-CLE continues to partner with FSP to bring you quality CLE at a discount. And, to see what we’re about, take advantage of a free course by registering today for Life After LIBOR: What to Expect and How to Prepare by entering coupon code FSPIntro at checkout*.

As an FSP partner, we’re here for your CLE needs with a full library of webcasts, audio seminars, and on‑demand programs on current issues and foundation topics all taught by subject‑matter experts. Make an investment in your practice from the comfort of your own home or office with our remote CLE options — available to you at a discount as part of your FSP membership.

For discount codes available for additional savings of up to 40% off ALI CLE programs, please see the ALI CLE section of the Member Discounts Program page on the FSP website. Then, browse ALI CLE programs and input the codes at checkout.

We hope you enjoy your complimentary course,
The ALI CLE Team

*Valid on new registrations. Offer expires 10/31/2020


HAVE You Seen The November 2019 Journal?

The November issue of the Journal of Financial Service Professionals features an article authored by a member of the Columbus, OH Chapter.

The piece was selected for publication because it meets the stringent standards of our keystone publication, and because the subject matter is of high interest to our members/subscribers. It presents expert views of timely concern.

David K. Smucker, CPA, CLU, ChFC, MSM, wrote the article: “Accounting for Defined-Contribution Nonqualified Deferred-Compensation Plans, and Related Topics.”

This affirms that FSP is the place where exceptional thought-leaders are found.




annual Chapter Partner opportunities,
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 Board of Directors and Past Presidents

 Columbus Ohio Chapter – Society of Financial Service Professionals
7050 E. 116th St., Suite 50
PO Box 459, Fishers, IN  46038
Phone: 317-844-6268
Fax: 317-844-7659

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2019 PSG Updates!

Read More HERE