Před 6 měsíci926 zhlédnutíFiduciary duties are an important, and sometimes overlooked, aspect of agent-client relationships. Failure to comply with fiduciary duties is a common source...
16. 12. 201551 zhlédnutíUsed to account for funds held by Govt entity as a Trustee or AgentUses Accrual basis of accounting and Economic Resources measurement focus (2 Exceptions)On...
3. 12. 2020996 zhlédnutíOn this episode of Ask A Fiduciary, Jordan goes over how to become a financial advisor. He lays out the four simple steps that you should take and the questi...
13. 7. 201220 tis. zhlédnutíHttps://turbotax.intuit.com Just like your obligation to pay income taxes and file a return, trusts and estates must do so as well. Watch this video to find ...
22. 9. 201540 tis. zhlédnutíVA’s fiduciary program protects Veterans and dependents who are unable to manage their VA benefits. VA’s role is to conduct oversight in order to ensure the...
31. 3. 2017384 zhlédnutíWhat is the board's fiduciary duty to a Homeowners Association? William Douglas Management explains what fiduciary duty means and what obligations it gives ...
8. 9. 20203 096 zhlédnutíACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California.In this video, we cover:1. What is a fiduciary financial a...
16. 12. 2020159 zhlédnutíThe term "fiduciary" is used a lot these days. Do you understand how the different types of fiduciaries effect your TSP? In this video we touch on basic conc...
16. 2. 201716 tis. zhlédnutíIn this episode, Kirk B. Burkley, Co-Managing Partner with Bernstein-Burkley, discusses the primary fiduciary responsibilities owed by officers and directors...