Category: Tax Planning (page 2 of 2)

SECURE Act: What do you need to know?

Dr. Chien will interview Hratch J Karakachian, CPA, ESQ about SECURE Act. What you need to know to help your clients and CFP exam? Attorney Karakachian is a senior adjunct faculty member at California Lutheran University School of Management.  He has been teaching in the MBA in Financial Planning Program since 2013.  He has taught Principles […]

Year End Tax Planning – Hratch Karakachian

Hratch Karakachian led a discussion on year end planning opportunities, tips, and techniques for individuals and business owners.

Section 1202 (Sept 26, 2019)

Sec 1202 Transcription

Asset Protection Trust (Jun 13, 2019)

Asset Protection Trust Jun 13, 2019 start 3_06 Transcript

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