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Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..
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... prospects for outright, planned and estate gifts in support of the ... and federal taxes, gift and estate giving methods and the legal ... and executed. Builds relationships with..
Adjunct Faculty, Wealth Management The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..
... legal documents in relation to estate and business succession planning. Will ... Will undertake technical research on estate planning and compliance matters for ... may have varied levels of..
Tax Associate - Winter 2021 The ... 2021 The candidate will do tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of ... supporting..