FSP Silicon Valley – Silicon Valley

Events

Preparing for the New Frontier in Trusts and Estates: Blockchain and Cryptocurrency
Program Overview The increasing importance of blockchain, the technology behind cryptocurrencies, and its impact on commercial enterprises should draw the attention of financial advisors, as well as their clients. It’s imperative for advisors to understand what blockchain is, how it … Continue reading →
Emerging Trends and Changing Laws in Taxation and their Impact on Tax and Estate Planning
This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society Program Overview This program discusses evolving trends and changing laws in tax and estate planning. The focus is on the practical ramifications of … Continue reading →
Harvesting Patterns for Tax-Efficient Retirement
Program Overview Clients don’t always understand the interactions between different types of income and deductions, leading to potentially significant tax inefficiency in their retirement strategy. Advisors can help their clients for the key variables of life expectancy, tax efficiency, and … Continue reading →
TBD (Chapter Luncheon)
Details Coming Soon Topic/Speaker TBD
Unwinding Life Insurance Trusts
Sponsored by the American Cancer Society Details and Registration coming soon.