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Weekend Reading for Financial Planners (Dec 19-20)

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A new webinar on "Year-End Planning For The 2015 Tax Extenders Legislation" is now available for Premier members in the Members Section!
For non-members, a live version of this webinar will be available at 1PM EST on Tuesday, December 22nd! x

Weekend Reading for Financial Planners (Dec 19-20)

DECEMBER 18, 2015 02:48 PM 0 Comments CATEGORY:Weekend Reading

Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the big news of this week’s “Tax Extenders” legislation that not only reinstated popular provisions like Qualified Charitable Distributions from IRAs but makes most of them permanent so advisors and their clients won’t be in tax-extender-limbo in the future.

Also in the news this week was the announcement from the CFP Board that it is beginning a process of updating its Standards of Professional Conduct, including both public forums and a public comment period scheduled in 2016, to address both any appropriate updates given the changing regulatory environment, and also perhaps its controversial “fee-only” compensation definitions.