Events

UPCOMING WEBINARS:

On an ongoing basis, we offer educational webinars on how to leverage the power of Section 199A by implementing advanced market qualified plans.

Throughout the year, we offer to bring the CPE and CE to your business, specifically for your firm to be able to offer a team building meeting.

Schedule a 15 minute conference call with Elisabeth for more information

 

 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 17, 2019

10:00a - 11:00a

Lowering the tax bill on your IRA

Join us for a 30-minute webinar to see how planning well can lead to lowering the tax bill on your IRA, and leveraging benefits for your retirement. A Live Question and Answer session will follow.

September 10, 2019

10:00a - 11:00a

Tax-advantaged retirement planning

Join us for a 30-minute webinar to learn how to plan well for retirement as a business owner. Listen to the strategies available to you! There will be a Live Question and Answer session following the webinar!

August 27, 2019

10:00a - 11:00a

Sec199A - Part 2 Coordinating w/ Pension

Section 199A is a new tax-savings opportunity for the trades or businesses of pass-through entities. In Part 2 of this 2-part webinar, we will continue our discussion of Section 199A and how to coordinate this with pension plans, to maximize tax savings. We will provide a high-level look at the different types of pension plans and offer illustrations so you can visualize how clients may benefit from a particular type of plan, depending on their type of business and corporate structure. Cash balance plans, which are increasing in popularity, will be one of several different plans presented. Gain insight into how pension plans have become the gold standard for business clients who want more control over their money and their retirement.

August 13, 2019

10:00a - 11:00a

Sec199A - Part 1 Explanation of Sec199A

Section 199A is a new tax-savings opportunity for trades or businesses of pass-through entities. In Part 1 of this 2-part webinar, we will go over the basic foundational rules, limitations, thresholds, and definitions used for Section 199A, on a step by step basis. Also mentioned will be pension plans and how they assist in creating and/or increasing the Section 199A deduction for your client.

Event Registration


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