August 27, 2020 Jennifer Caruso is working at her dream job. Every day she loves meeting and helping others in her financial planning niche of divorce and women in finance as Senior Lead Advisor at Manchester Financial in Westlake Village, California. Caruso went to Kennesaw State University in Georgia as a non-traditional undergraduate student earning […]
Tag: Financial Planning (page 6 of 9)
Earlier this year the CFP Board Center for Financial Planning and California Lutheran University announced a new joint scholarship program in an effort to increase the number of CFP professionals. At the beginning of August, the first inaugural recipient was announced, Tracy Thompson! A soon-to-be December 2020 graduate with a Bachelor of Arts in Music […]
Why Should Business Owners Consider Section 1202 What is Section 1202? The Qualified Small Business Stock (“QSBS”) gains exclusion is known as Internal Revenue Code Section 1202. Section 1202 allows a portion or 100% eligible capital gains from QSBS to be excluded from federal income tax. The exclusion applies only to QSBS held for more […]
July 16, 2020 Eric Chen wanted to become a CFP® to help others. Whether that is creating a road map to buy a home, helping others save money to send their children to college, planning for a vacation, or planning retirement. Like many others, Chen began his undergraduate career unsure of what direction he would […]
What Should You Know About Asset Protection Trust A Domestic Assets Protection Trust (“DAPT”) is an irrevocable trust which is generally formed as a defective grantor trust to benefit the trustor. A properly-structured DAPT shields trust assets from the claims of creditors of the trustor, making it a particularly attractive estate planning tool for business […]
December 2019 Meet Christopher Fono, a graduate student pursuing an MBA in Financial Planning at California Lutheran University. In May 2018, Fono graduated from Cal Lutheran with a degree in Criminology and Criminal Justice. His choice to study an MBA in a different career direction from his undergraduate degree came when he was researching careers […]
June 24, 2020 Melissa Wasylewski came to California Lutheran University as a business administration major until in her freshman year she took the class Principles of Accounting class as a requirement for her major. This class combined with the influence of her dad who told her to look into accounting as she is good with […]
May 28. 2020 For Zach Bullard, baseball and sport have been an important part of his life since he was four or five years old. Not only does he love playing baseball, but it has influenced his dream job; to be a financial planner for baseball players and run his own financial planning firm. When […]
A generation-skipping transfer (GST) occurs at the time a property is gifted or bequeathed to generations who are two or more below that transferor (Tomin & Carcone 2018). The person who is two or more generations below the transferor is defined as a skip person, could include family members or unrelated people. In the case […]
A qualified terminable interest property trust (“QTIP Trust”) refers to a trust that allows for a marital deduction for property passing to a trust for the benefit of the surviving spouse, even though the decedent controlled the passing of trust property at the surviving spouse’s death. The QTIP Trust ensures a spouse to give a […]
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