FSP Silicon Valley – Silicon Valley

Events

Avoiding the Tax Burden: Wealth Transfer Strategies for Annuities
Program Overview The presentation will focus on transferring the billions of dollars in tax-deferred assets to the next generation. We will explore the tax consequences under the new tax law in transferring both qualified and nonqualified assets. The audience will … Continue reading →
Regional Chapter Leadership Training – San Jose
Regional Leadership Training for Chapter Offices All chapter board members are encouraged to attend and participate in this training session. Learning outcomes include tools, techniques, and resources to help your chapter with membership recruitment and retention, program ideas, and effective chapter … Continue reading →
Understanding the Impact of Tax Cuts on Business (Chapter Hosted Webinar)
Program Overview The full impact of the Tax Cuts and Jobs Act of 2017 is just beginning to unfold. Learn how the tax cuts are affecting business planning and protection, as well as executive benefits, in both the for-profit and nonprofit … Continue reading →
The Secondary Market for Life Insurance
Details and Registration coming soon
Making the Most of your Client’s Philanthropy: Advanced Charitable Planning (Chapter Hosted Webinar)
Details and Registration Coming Soon.