Approved IAR CE Courses

S Corporations, and their taxation, are of interest for financial planners as much as they are for financial planning clients. For instance, what is 'reasonable compensation'? Or how is the health insurance premium handled? - These are questions financial planners have to answer for clients as well as sometimes for themselves. This month's webinar will arm financial advisors with the benefits, limitations, and strategies for S-Corps that they can share with clients and use for themselves.

Advisors today face a fast-changing tax landscape shaped by the One Big Beautiful Bill Act (OBBBA) and upcoming shifts in tax law. In this interactive panel, Michael Kitces and three expert practitioners will share their best current and forward-looking tax planning ideas. From actionable strategies to implement post-OBBBA, to year-end planning conversations, to new concepts that will matter in 2026 and beyond, this session will equip advisors with practical ideas they can bring directly into client meetings.

The SECURE Act's elimination of the 'stretch IRA' for most non-spouse beneficiaries has created new challenges and opportunities for financial advisors guiding clients through wealth transfer. Under the 10-Year Rule, impacted beneficiaries must fully deplete inherited retirement accounts within a decade, often resulting in compressed distribution windows and increased tax liabilities.In this webinar, Jeff Levine explores how to navigate these complexities through proactive and post-inheritance planning. Attendees will learn how to distinguish between different beneficiary types, apply strategic distribution timing, and evaluate techniques such as Roth conversions, disclaimers, and changes to beneficiary designation. Using a variety of examples, Jeff emphasizes the core principle of paying taxes when rates are lowest to maximize after-tax legacy outcomes while also being aware of the impacts each strategy could have on other facets of a client's financial life.

This quiz reviews two Nerd's Eye View blog articles: Tax-Loss Harvesting Best Practices (And How To Scale It Across A Client Base) and Reconstructing Lost IRA Basis to Help Avoid Double Taxation. In the first article, participants will learn how to determine if tax-loss harvesting is appropriate for a client and review potential pitfalls when executing these transactions. In the second article, participants will turn their attention to lost IRA basis, covering how basis can be lost, how to effectively track basis, and how to recover basis if it is lost.

As the landscape of college funding continues to evolve, financial advisors must adapt to a new set of rules shaped by regulatory changes, shifting student loan dynamics, and the growing influence of AI in higher education. What was once a relatively stable planning domain is now a moving target, creating both uncertainty for families and opportunities for advisors who are prepared to serve as trusted experts in this space.
In this webinar, Joe Messinger explores policy changes that affect college planning strategies for 2026 and beyond, focusing on how advisors can deliver more proactive, high-value guidance. The session examines practical approaches to optimizing college funding outcomes, including strategies for navigating complex family situations (such as divorced households under new aid rules), maximizing the expanded flexibility of 529 plans, and implementing more tax-efficient distribution strategies.
To highlight key decision points in the college planning process, Joe uses case studies to illustrate when to prioritize need-based versus merit-based aid, how to reduce a family’s Student Aid Index (SAI), and how advanced techniques can be applied for high-net-worth families and business owners to improve tax efficiency and cash flow.