
Representation | Insights
Considering Tax Reform in Context of Emerging Wealth Gaps
It could be the beginning of a joke: “A professor, an attorney, and a chartered financial analyst walk into a bar…” But this was the actual scene of a heated tax policy debate among a group of family members. One complained about all the tax breaks the wealthy enjoy; the other grumbled about how the income tax rates are skewed so that higher earners systematically subsidize lower income people; and the third was just plain frustrated with the complexity of the Internal Revenue Code.
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March 10, 2021
March 10, 2021

From The President | Insights
2020 President's Report: Shining Our Light in a Year of Darkness
March 03, 2021

Ethics In Financial Services | Research
AI Ethics and Life Insurance: Balancing Innovation with Access
March 01, 2021

About The College | Insights
Financial Well-Being Reset: Three Tools for Your Client’s New Normal
February 21, 2021

Practice Management | On-Demand Webcasts
An Optimal Client Service Model - CAAFP Breakout Session 2
February 19, 2021

Special Needs Planning | On-Demand Webcasts
Understanding and Approaching Families Living with Individuals with Disabilities
February 12, 2021

Retirement Planning | On-Demand Webcasts
Retirement Income Literacy for Women: Perspectives and Opportunities
February 10, 2021

From The President | Insights
Make Black History Month a Charge to Effect Real, Lasting Change
February 08, 2021

Ethics In Financial Services | Research
An Analysis of The State of Stakeholder Trust in the Financial Services Industry
February 01, 2021