Continuing Education Event for CPA Professionals – Premium Finance and Section 264

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

Join Bayntree as we welcome Michael Moore, President of CDP Insurance Services, for an in-depth discussion of Section 264a and how it relates to Premium Financing for Business Owners and the Mass Affluent.

Michael is one of the foremost experts in the country on this topic with 20+ years of experience in the administration and banking side of this planning industry.

We will discuss:

  • Understanding Section 264a and interest deductibility with insurance Premium Financing
  • Special Leverage and Arbitrage Opportunities for Business Owners and High-Net Worth Clients
  • Section 7702 – Constructing a new Asset Class, the “Super Roth”
  • Utilization in Legacy Planning
  • Bringing potential clients unique value
  • Increasing Accounting Revenue from existing clients

Licensed CPA – 1 CPE Credit Hour

Hosted by:
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
Andrew Rafal, Bayntree Wealth Advisors


Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016


Tuesday - May 21st, 2019


11:30 a.m. to 1:00 p.m.


Register For Our Event

  • This field is for validation purposes and should be left unchanged.
close all
Free Evaluation
Sign up for a free assessment with a Bayntree financial planner today! Submit the form below or call us directly at 888.255.3200.
close all
Risk Number
Find out what your risk number is today! Submit the form below or call us directly at 888.255.3200.
close all
close all
Ask Bayntree
Bayntree Wealth Advisors is dedicated to helping you reach your financial goals. Ask us your financial, income or investment questions.
Schedule a Meeting