29. 11. 20191 901 zhlédnutíLearn more about trustee responsibilities toward the beneficiaries and the trust at https://legalees.com/trustee-duties/For More Resources...Tax Planning: ht...
17. 1. 202346 zhlédnutíWas this helpful information? Just wait until the workshop! Join us at a Fed Pilot workshop (webinar or in-person) and not only learn about your benefits, b...
12. 7. 2019493 zhlédnutíFor more information, visit: https://www.lawdepot.com/ pg-Bfymibuinl-generaltextlink Fiduciary duty requires that the principal's best interest be p...
26. 3. 2019586 zhlédnutíCourse DescriptionThe implementation of GASB Statement No. 84, Fiduciary Activities may have a major impact in student activity fund reporting (and potential...
15. 7. 2015435 zhlédnutíFinancial Advisor Philip Blum speaks about the frequency in meeting with his clients. We learn that Philip personally allows the clients to dictate the revie...
18. 5. 20163 062 zhlédnutíAn "#OfficeHours with Michael Kitces" Periscope, looking at the three types of Broker-Dealers after DoL Fiduciary. For further details, see https://www.kitce...