Category: Business Model (page 2 of 3)

A Niche with COIs

A Niche of CIOS Ever since Kathryn Courain was 6 years old she has loved horseriding. Growing up in Santa Barbara County, north of Los Angeles, she spent her childhood surrounding herself with horses. From a young age, she was taught the importance of discipline, structure, and initiated a competitive drive within herself.  Courain earned […]

Planning in a Pandemic: What Your Clients Should Do Now?

Discussion topics will include strategies that enable clients to take advantage of the current depressed asset values and low rates, the value of growth of assets outside of the federal and state (if applicable) estate tax, the benefit of paying taxes on behalf of a grantor trust and implementation considerations when making the gift. Key […]

A Niche practice of “Family Office” by Elizabeth Campana, CFP®

A Niche Practice of “Family Office” by Elizabeth Campana  Elizabeth Campana’s career paths demonstrate how the financial industry is a flexible field with various areas within it to work in. Her career story also shows how there are multiple ways to transition within the industry including into her current field of work- single-family office.  After […]

NAIFA LA: Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size

NAIFA LA Meeting: Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size The owner’s financial service business is required to meet industry compliance, as well as the owner’s retirement, needs to exit successfully. To do so, they often rely on appraisers or financial intermediaries to facilitate the exit or succession transition. The […]

Federal Income Tax returns & Business Stimulus Package

Join Hratch J Karakachian, CPA, ESQ  and  Chia-Li Chien, Ph.D., CFP®, PMP®  to discuss the recent Stimulus Package. First, we’ll discuss the Treasury Department and the Internal Revenue Service (IRS) announced special Federal income tax return filing and payment relief in response to the ongoing Coronavirus Disease 2019 (COVID-19) emergency. Then Dr. Chien will talk about […]

Entrepreneur? Business Owner? You Face More Complex Retirement Planning

Chien, C.-L. (2020, Feb 12). Entrepreneur? Business Owner? You Face More Complex Retirement Planning. TheStreet: Retirement Daily.

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 […]

Women in Financial Services

Women in Financial Services  Daralee Barbera started her career as a maths teacher in the day and a college professor at night. Fast forward a few decades later to the present day, and she now has a very different career to the one she started with. For the last 34 years, she has worked in […]

Considering a Financial Planning Career? Is JP Morgan Chase right for you?

Are you considering a Financial Planning Career? Is JP Morgan Chase right for you?  When Danny Zelaya graduated from university, he wanted to be a pastor or teach religion. He had no interest in working in business, nor did he plan to work in the field. After being a pastor for two years, he moved […]

Asset Protection Trust (Jun 13, 2019)

Asset Protection Trust Jun 13, 2019 start 3_06 Transcript

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