Series: Take Charge: Your Money. Your Life.

April 26, 2019

Taxes: The Start of Your Financial Plan
(4/25/2019)

Recording | Slides

Your tax return is the roadmap to your life goals. So don’t file it and forget it. Use it.

We’ll show you how in this webcast with CPA financial planner Paula McMillan. In the context of today’s dynamic environment, he will explain how you can use your tax return to create a well-rounded comprehensive financial plan. In this plain English financial literacy webcast, you will learn:

  • How to use a tax return to provide a 360-degree view of your finances.
  • How to design the lifestyle you want through tracking and monitoring spending/expenses.
  • Important planning considerations for your estate, retirement, investments, insurance and taxes
  • And more …

 

How to use investment portfolios in tax planning
(12/04/2018)

Recording | Slides

As the impact of the Tax Cuts and Jobs Act comes into focus, now is the time to get a clear view of your “big picture” financial plan.

We’ll show you how in this webcast with CPA financial planner Matt Rosenberg. In the context of today’s dynamic environment, he will explain how you can use your investment portfolio, part of a well-rounded comprehensive financial plan, to create tax planning opportunities. In this plain English financial literacy webcast, you will learn:

  • The art & science of creating a tax efficient investment portfolio
  • How certain investments can create tax inefficiencies and limitations
  • What are opportunity zone funds and the tax benefits

 

Tax Reform and Year-End Estate, Tax and Financial Planning in Plain English
(10/19/2018)

Recording | Slides

Everyone must take proactive steps to protect themselves and their loved ones. The integration of all aspects of financial planning, including estate retirement, investments, insurance and tax planning is critical to achieving your financial goals, and there are certain strategies you should consider undertaking with the guidance of your most trusted advisor, your CPA financial planner, before December 31.

 

2018 Taxes: Start Your Money Plan Here
(4/27/2018)

Recording | Slides

Your tax return is the roadmap to your life goals. So don’t file it and forget it. Use it.

We’ll show you how in this web seminar with CPA financial planner Lori Luck. In the context of today’s tax environment and reform under the Tax Cuts and Jobs Act, she will explain how you can use your tax return to develop a well-rounded comprehensive financial plan. In this plain English financial literacy webcast, you will learn:

  • Planning steps to take in the current tax environment
  • How to ensure your retirement plan delivers
  • How to protect your assets
  • How to evaluate your tax and investment planning strategies
  • And more …  

 

A FREE Webcast Series Brought to you by 360 Degrees of Financial Literacy and AICPA’s PFP Section From America’s CPA Financial Planners