President, APS Pension and Financial
Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services. For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer. Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently in the process of being updated with the 8th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002. A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March 2005. The second edition of this book was released in 2008.
Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
282 Ratings
OM
Nov 9th, 2023
Very academic and detailed narrative on stock sales in a corporate interest and Section 401 qualified deferred compensation arrangement. Most of the sales I have been involved have been asset sales with liabilities discharged by the seller. This course was very interesting in merger and stock acquisition. The speaker was very methodic and thorough. He respected the constraints of the time allotted. Again, one instance occurred where the polling question was not presented. Another participant and I made note to Sean. Eventually the question popped on the screen. MyCPE.com needs to really consider alternative technology. CPA academy and the AICPA courses have had no incidences that I attended. Great speakers and content but the polling is no fun. Thanks.
HO
Aug 23rd, 2022
The session provided valuable information
AL
Jun 24th, 2022
My overall experience was outstanding!
DH
Jun 24th, 2022
Very informative.
VH
Mar 11th, 2022
Very informative.
2 Credits
Add to Watchlist
Finance
This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
-1681812645.webp "Beyond ESOP - Employee Ownership 101")
-1683656464.webp "Leaving a Legacy: How to Pass Assets to The Next Generation")
