Tax Day Tips from ABC 7 News with Financial Planner LA…
17. 4. 2017302 zhlédnutíFinancial Planner LA David Rae on ABC 7 Eyewitness news with Elex Michaelson and Ellen Leyva with tax day tax tips to help minimize you tax bill.For More Tax...
Reducing Risk of Litigation Against Fiduciaries | PKF Texas…
19. 1. 202124 zhlédnutíFiduciary positions involve a lot of responsibilities, which could lead to risks if not properly educated in the role. Jen Lemanski sits down with Kristin Ry...
Zittrain and Zuckerberg discuss encryption, ‘information…
20. 2. 201918 tis. zhlédnutíShould Facebook be considered an “information fiduciary” when it comes to the privacy of its clients? How should we weigh the pros and cons of encryption sch...
Non profit Legal Webinar: OAG Presentation - YouTube
17. 11. 202047 zhlédnutíBeth Short, Director of Outreach and Education, from the Ohio Attorney General’s Office, will give a presentation on Board governance, the Board’s fiduciary ...
Conflicts of Interest Involving HOA Boards of Directors (2…
8. 1. 20216 665 zhlédnutíWhat is a conflict of interest and what are homeowner association boards of directors required to do when faced with a potential breach of their fiduciary du...
The Single Biggest 401(k) Advisor Mistake: Tibble Tort Lawyer…
29. 3. 20161 354 zhlédnutí401(k) tort lawyer Jerry Schlichter answers frank questions about fiduciary mistakes and reputation risk. Read more 401(k) news at: http://401kspecialistmag...
Common Deficiencies in 401(k) Compliance – What to Know…
21. 10. 201958 zhlédnutíIs your 401(k) plan administrator fulfilling all its fiduciary responsibilities? If not, your company could be liable. Jen is back with Kristin Ryan, an audi...
Helping Guardians with End-of-Life Decisions | HeirSearch…
31. 3. 2022102 zhlédnutíThis HeirSearch success story highlights our unique ability to assist Plenary Guardians in fulfilling their fiduciary duty.When an older woman with no end-of...
Tax Changes in the $1.9 Trillion American Rescue Covid Relief…
16. 3. 2021433 zhlédnutíBiden has just passed his $1.9 Trillion Covid Relief Plan aptly names the American Rescue Plan. Financial Planner LA David Rae sits down with Alex Cohen on ...
Framing | Ethics Defined - YouTube
18. 12. 201824 tis. zhlédnutíA Fiduciary Duty is a legal obligation to act in the best interest of another rather than one’s self. This video is part of Ethics Defined, an animated libra...
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