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Journal of Financial Service Professionals, the Official Publication of the Society of FSP

The Journal of Financial Service Professionals, the official publication of the Society of FSP and considered by many the most valuable benefit of membership in FSP, is now available to members of NAEPC at a special discounted price.

Each issue of the Journal delivers impactful information and results-oriented content you can apply in your practice immediately, including a column dedicated exclusively to estate planning topics. Contributors to the Journal are thought leaders and experts from the entire spectrum of financial services, reflecting the nature of your practice—which requires a collaborative, multidisciplinary approach to deliver the highest level of client service possible. Enjoy the Journal’s superior content in your choice of format; your subscription includes the print edition, online version, and digital edition which is designed to be read from your smartphone or tablet.

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Family Business Magazine

The Family Business Difference

Family Business Magazine is the leading authority on running a successful multi-generational family business or family enterprise. Now in its 32nd year, Family Business publishes six print issues a year and reaches over 30,000 readers per month on www.familybusinessmagazine.com with important topics such as succession, mentoring, wealth management, compensation, conflict resolution, and exit and transition strategies.

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ACTEC Trust and Estate Talk

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. ACTEC Trust and Estate Talk is a free weekly podcast series that offers wealth professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.

Past topics have included What Should Attorneys have in their Engagement LettersHorton v. Jones Case on Electronic WillsQualified Opportunity Funds and Opportunity ZonesThe Future is Here: Dealing with Bitcoins and Cryptocurrencies in Tax and Estate Planning, and Security of Clients’ Information. You may listen and subscribe to the series through many popular podcast players:

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Wolters Kluwer Tax & Accounting – CCH Publications

Wolters Kluwer Tax & Accounting offers innovative, integrated and customer-focused solutions that support the workflow of CPAs, corporate tax and accounting departments, and auditors — enabling growth, enhancing productivity and increasing profitability. Expert analysis, authoritative content, high-quality software applications and integrated workflow productivity tools allow professionals to turn information into action.

Through an Association Alliance Program, Wolters Kluwer offers a generous 35% discount on valuable and industry leading research publications. This relationship gives you the necessary tools to expand your professional development, enhance your knowledge and increase your expertise on tax, accounting, financial and estate planning, audit topics and more.

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Trusts & Estates Magazine

Trusts & Estates' in-depth peer-reviewed articles have made the magazine the authority on estate law, tax issues, and wealth management for over a century. Attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents, and valuation experts all contribute their insight and advice to the pages of the magazine. Always with a view to helping you better meet your client's needs. Written by experts for experts!

All the benefits of full priced subscriptions are yours … even at this low rate!

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NAEPC Journal of Estate & Tax Planning

The NAEPC Journal of Estate & Tax Planning is NAEPCs web-based library of best-in-class thought leadership appropriate for every member of every estate planning council. Visit www.NAEPCJournal.org today to view current and past issues of the publication and to subscribe to direct notification of future issues.  

Published quarterly and available at no-charge to all estate planning council members and Accredited Estate Planner® designees, The Journal is considered to be one of the flagship benefits of membership in NAEPC. Each quarterly publication includes featured content and newsletters from leading practitioners and NAEPC Estate Planning Hall of Fame® members and a wealth of practice-based information. 

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ACTEC Family Estate Planning Guide

Fellows of The American College of Trust and Estate Counsel, ACTEC, share their expertise to explain the basics of wills, estate planning, and guardianship to families in short video presentations. NAEPC professionals are encouraged to share the  ACTEC Family Estate Planning Guide videos with clients. New videos are released monthly. Topics include IRAs and IRA BeneficiariesWhat is Probate?What is Joint Tenancy and When Should I Use It? and more. To learn how to embed these videos on your website visit actec.org/share.

Follow ACTEC on LinkedInFacebookTwitter, and YouTube to stay up to date on estate planning information.

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