Controlled who? Affiliated what? Don’t I just care about 80% for some reason? Ilene Ferenczy and Alison Cohen will walk you through the basics of both controlled and affiliated service groups. Then, they will help you apply your knowledge to common, and not-so-common, case scenarios that you may come across in your day-to-day client interactions. You should walk away with a solid application of the rules and understand when you should take a pass at trying to untangle the corporate ball of yarn.
We want to extend a special thanks to our Platinum Sponsor for this event, Transamerica.