College News Roundup: Week of April 29, 2024
The latest news and media from the financial services industry showcasing The College and our network of thought leaders.
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At The American College of Financial Services, our thought leaders are spearheading important discussions on the most pressing topics in financial services today. Here’s a look at how we’re continuing to drive conversation in the industry.
Financial Planning | Can My Client Claim Frozen Embryos as Dependents?
April 30, 2024
Sophia Duffy, JD, CPA, AEP® takes a look at the issues of taxation and dependents and whether a current subject of many legal discussions – frozen embryos – can be claimed as dependents for tax purposes.
USA Today | Annuities Are Key to Retirement. So Why Are So Few of Us Buying Them?
May 1, 2024
Michael Finke, PhD, CFP® examines industry and public perspectives on annuity products and describes how, despite their negative reputation, they can be used responsibly as a part of a holistic financial plan.
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