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New and Bestselling AICPA CPE Self-Study Courses
At the AICPA Store you'll find more than 200 titles in a variety of formats to best meet your needs. Get practical guidance. Stay up-to-date on hot topics. Train your staff. Meet CPE reporting deadlines. Get real-time exam results with online grading. Check out this month's picks below. Turn to the AICPA for quality, value and convenience in CPE self-study products. Order today.
Author/Moderator: Lance Wallach, CLU, CHFC, CIMCPublisher: AICPA
Availability: In Stock
Chapter 1 - Planning for Business OwnersAt the AICPA Store you'll find more than 200 titles in a variety of formats to best meet your needs. Get practical guidance. Stay up-to-date on hot topics. Train your staff. Meet CPE reporting deadlines. Get real-time exam results with online grading. Check out this month's picks below. Turn to the AICPA for quality, value and convenience in CPE self-study products. Order today.
Author/Moderator: Lance Wallach, CLU, CHFC, CIMCPublisher: AICPA
Availability: In Stock
Learning Objectives
Introduction
Building the Perfect Retirement Plan
SEP IRA: The Good
SEP IRA: The Bad
SEP IRA: The Ugly
The K
The Double K
Defined Benefit Plans
Adding Survivor Benefits
412(i) Defined Benefit Plan
Cash Balance Plans
VEBAs and 419 Plans
Taxability of Trust Net Income
Taxability of Excess Benefits
Group-Term Life Insurance Plan
Post-Retirement Medical Benefit
Voluntary Employees Beneficiary Association (VEBA) - Commentary
New Development - Welfare Benefit Plans under Section 419(e)
Executive Carve Out Long-Term Care
What Is Long-Term Care?
How Much Does It Cost
Benefits of Long-Term Care Insurance to Employees
Benefits of Long-Term Care Insurance to Employers
Executive Carve Out Long-Term Care
Taxability
Long-Term Care Insurance Premium Deductibility
2007 Eligible Long-Term Care Insurance Premiums Age-Based Deduction Limits
Financial Advisor/Broker Ken Crabb Suspended from Securities Industry | May Recover Investor LossesKen Crabb CRD #2397338Ken Crabb was a registered financial advisor with Destiny Capital Securities Corporation from 2001 to 2018. According to FINRA, Ken Crabb was fined $5,000 and was suspended from the securities industry for six months in March 2020.According to FINRA Allegations:Ken Crabb consented to the sanctions and to the entry of findings that Ken Crabb willfully failed to amend or timely amend his Form U4 to disclose federal and state tax liens totaling nearly $1.7 million. The findings stated that the Internal Revenue Service (IRS) filed seven tax liens against Ken Crabb, and the State of Ohio filed four tax liens against Ken Crabb. Ken Crabb disclosed one federal lien approximately seven years after learning of the lien’s existence, one federal lien and three state liens approximately two years after learning of the liens’ existence, and two federal liens approximately one year after learning of the liens’ existence. For three federal liens and one state lien, totaling more than $1.1 million, Ken Crabb failed to make any disclosure at all. With respect to three of the liens that he untimely disclosed, Ken Crabb represented on his Form U4 that the liens were satisfied when they were not. The findings also stated that Ken Crabb falsely attested on his member firm’s annual compliance questionnaires that he did not have any unsatisfied judgments or liens. The above was listed on a few legal web sites. As an expert witness Lance Wallach's side has never lost a case. Recover Investor LossesIf you lost money on investments with Ken Crabb and believe the investments may have been unsuitable or otherwise improper for you, we would like to discuss the possibility of your retaining our firm to help you in an arbitration action concerning Ken Crabb’s conduct. There is no charge for an evaluation of your case. . If you lost money on investments with Ken Crabb and would like your case evaluated by a securities attorney (again, there is no charge for an evaluation and all cases are handled on a purely contingency fee basis), please contact us.Some of the information in this blog post was obtained on 3/6/2020 directly from FINRA BrokerCheck, without any changes. If you believe this information was reported incorrectly, please contact our firm at 516 2368440.
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