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Register for our free webinars:
CASH BALANCE PLANS FOR SMALL BUSINESS OWNERS
THURSDAY, FEBRUARY 23, NOON – 1 PM EST
Retirement plan contributions have been the most straightforward way for a high-income business owner to defer income taxes. While cash balance pension plans have steadily increased in popularity since 2010, the 2019 SECURE Act moved the deadline to the company’s tax filing deadline to implement a cash balance plan for the previous year. This gave business owners with steady profits extra time to evaluate their options. If you are a business owner who has consistently maxed out your 401(k) deferrals and looking for one last way to lower your 2022 tax burden, you won’t want to miss this one!
STRATEGIES FOR SECURE 2.0, MA’S MILLIONAIRE TAX, AND THE EXPIRING TAX CUTS AND JOBS ACT - Click to Register or receive a recording
THURSDAY, MARCH 16, NOON – 1 PM EST
An update to the 2019 SECURE Act passed in December 2022 as part of a larger government spending bill. Several changes included delayed Required Minimum Distribution ages, 529 rollovers to Roth IRAs, and various updates to how employer sponsored retirement plans are administered. Last year also saw the passage of the 4% surcharge in Massachusetts on families earning over $1 million. Finally, the Tax Cuts and Jobs Act is set to expire after 2025, which would raise federal income taxes and lower estate tax exemption amounts. In this presentation, we will look to discuss the relevant considerations around all of these legislative updates for our clients.
BUILDING GENERATIONAL WEALTH AND LEAVING A LEGACY - Click to Register or receive a recording
THURSDAY, APRIL 6, NOON – 1 PM EST
As the baby boomers continue to age and as we continue to deal with a global pandemic, the need for a comprehensive estate plan has never been more important. Proper steps need to be taken to ensure that your spouse or heirs can settle your estate as smoothly as possible. Additionally, there are thousands of tax dollars at stake when considering how much your heirs or favorite charities will be left with. Having no plan will ensure that the state and federal governments grab a significant share of your estate, while strategies that come with little or no cost will ensure your assets are handled in the manner that you wish. Join Alex Oliver as he outlines his favorite strategies that can range from short term logistical fixes to multi-decade tax mitigation ideas.
Check out some of our previous webinars below.
First National Webinars
Webinars we offer:
- Investment Vision for 2023
- The Great Resignation: Planning for Your Early Retirement or Sabbatical
- How COVID-Era Tax Legislation Has Changed the Game
- Traditional vs. Roth 401(k): Which Is Right For Me?
- Cryptocurrency: The New Asset Class?
- Investment Vision for 2022
- The First Million is the Hardest: How Envisioning the Long Term Helps You Today
- Budgeting for Primary and Vacation Homes in a Balanced Financial Plan
- The State of Socially Responsible Investments
- Investment Vision for 2021
- How to FIRE Part 2: Distribution Strategies for Early Retirees
- SIMPLE IRA's, 401(k), Profit Sharing Plans and Cash Balance Plans: How Do I Choose?
- Navigating the Economics & Market Impact of Covid 19
- Health Savings Accounts: The New and Improved 401k Plan
- Stock Markets in 2020: What to Expect
- How to FIRE: Strategies for Becoming Financially Independent and Retiring Early
- Game of Loans: Income Based Repayment Options vs. Refinancing
- How Does your 401(k) Stack Up
- Generational Wealth Transfer: 10 Best Practices
- Why do Stocks Go Up & Down: A Stock Market Introduction
- Economic and Investment Overview for 2019
- Get What's Yours: Maximizing Social Security
- 2018 Year End Planning: Tax Law Changes and Financial Planning Steps You Can Take
- The Home Stretch: Steps to Consider When Planning for Retirement
- The Game of Loans: The Stark Truth About Student Loan Refinancing
- Estate Planning: Intro to the Essentials
- Preparing for the Rising Cost of College
- The Quick & Dirty Personal Financial Checkup
The First Million is the Hardest: How Envisioning the Long Term Helps You Today
Budgeting for Primary and Vacation Homes in a Balanced Financial Plan
The State of Socially Responsible Investment
How to FIRE Part 2: Distribution Strategies for Early Retirees
SIMPLE IRA's, 401(k), Profit Sharing Plans, Cash Balance Plans: How Do I Choose?
Navigating the Economics & Market Impact of Covid 19
Health Savings Accounts: The New and Improved 401k Plan
Stock Markets in 2020:What to Expect
How to FIRE: Strategies for Becoming Financially Independent and Retiring Early
Game of Loans: Income Based Repayment Options vs Refinancing
Generational Wealth Transfer: 10 Best Practices
Why Do Stocks Go Up & Down: A Stock Market Introduction
Economic and Investment Overview for 2019
Get What's Yours: Maximizing Social Security
2018 Year End Planning; Tax Law Changes and Financial Planning Steps You Can Take
The Home Stretch: Steps to Consider When Planning for Retirement
The Game of Loans: The Stark Truth About Student Loan Refinancing
Estate Planning: Intro to the Essentials
Preparing for the Rising Cost of College
The Quick & Dirty Personal Financial Checkup