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Events

Upcoming Events

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

Past Events

CPA Symposium. Learn Advanced Tax Planning Strategies

May 3, 2022 10:45a - 3:00p Eastern Standard Time

Blackstone Steakhouse

Join us for a complimentary CPA symposiums in Melville, Long Island. We will be covering advanced tax planning strategies with the goal of this symposium being to show CPAs how to utilize these strategies to offer commonly overlooked deductions for their clients AND add additional lines of revenue to their practice by doing so.

Webinar: Pivoting in an Inflationary Market (For Employers/Businesses)

March 3, 2022 12:00p - 12:30p Eastern Standard Time

https://us02web.zoom.us/j/83771494295?pwd=cUk5VmQvTHpPVmNJYU5uejhNWmtlUT09

Webinar: How to Eliminate 99% of Capital Gains Tax

November 4, 2021 1:00p - 1:30p Eastern Standard Time

Online Webinar via. Zoom

A Charitable Estate Replacement Plan (C.E.R.P.) is an advanced and proprietary tax strategy that can provide the following benefits: -A current income tax deduction which avoids up to 50% of your total tax (with a 5 year carry forward) -Assets contributed grow without tax -Appreciated assets contributed can be sold or liquidated without tax -Assets are exempt from gift and estate tax -Assets are creditor and divorce protected -Client and heirs maintain total control over the assets in a C.E.R.P. -Client and heirs will make substantial charitable gifts to their preferred designated charities

Webinar: 2021-2022 Employer Forecast; Legislative Uncertainty, Market Risks, Employer Concerns & Proactive Solutions

May 6, 2021 12:00p - 1:00p Eastern Standard Time

https://us02web.zoom.us/j/8358989771

In this webinar we will be covering the continually changing landscape and address some of the potential legislative changes that could impact employers. We will also discuss potential market risks and the most prevalent concerns we're hearing from employers.

Webinar - How to Evaluate an Executive Coaching Program: What to Look For (copy)

December 8, 2020 1:00p - 1:30p Pacific Standard Time

https://us02web.zoom.us/j/8358989771

Doug Autenrieth is a decorated U.S. Marine Officer, author, and executive coach who's coached countless high caliber, million dollar roundtable business leaders and executives. Doug will be leading us in a webinar in which he'll cover a multitude of key strategies, methods and systems that have been pivotal to the highly successful individuals he's worked with.

Webinar: 1031 Exchanges - How to create flexibility and contingency plans

November 4, 2020 12:00p - 12:30p Eastern Standard Time

https://us02web.zoom.us/j/8358989771;

After completing this webinar you will be able to: -Identify the timing requirements and guidelines related to a 1031 exchange. -Identify the debt and equity requirements to fulfill a 1031 exchange. -Know how to implement a contingency plan for a 1031 exchange. -Know how to facilitate the debt of a 1031 exchange if financing is unattainable. -Know how to facilitate any excess equity for a 1031 exchange.

CPA Symposium. Learn Advanced Tax Planning Strategies that Reduce Your Clients' Taxes and Increase Your Revenue

September 17, 2020 10:30a - 3:15p Eastern Standard Time

Blackstone Steakhouse

Join us for a complimentary CPA symposiums in Melville, Long Island. We will be covering advanced tax planning strategies with the goal of this symposium being to show CPAs how to utilize these strategies to offer commonly overlooked deductions for their clients AND add additional lines of revenue to their practice by doing so.

Webinar: Payroll Tax Reduction Plan 2.0; The Tax Breaks Keep Getting Better

August 26, 2020 11:00a - 12:00p Eastern Standard Time

https://us02web.zoom.us/j/8358989771

A Payroll Tax Reduction Plan is the most overlooked strategy businesses are not using, and with some recent changes the tax breaks are only getting better! What's most unfortunate about this, is that it not only reduces the payroll taxes of the business, it also substantially increases employee benefits with no out of pocket cost to the employee. On average a business can reduce their payroll tax burden by over $1,100 a year per employee and employee benefits quadruple with no out of pocket cost to the employee.

Webinar - Captive Insurance: Tailor Made Risk Management

May 6, 2020 11:00a - 12:00p Eastern Standard Time

https://us02web.zoom.us/j/8358989771

Captive Insurance is a great way for a company to keep 50-80% of their insurance premiums in their pocket, through tailor made risk management. Our key note speaker will be Tom Bacharach, Vice President of RMC Group and a leading expert in the industry.

Webinar: Payroll Tax Reduction Plans, Using Tax Breaks to Fund Benefits

April 22, 2020 11:00a - 12:00p Eastern Standard Time

https://zoom.us/j/8358989771

A Payroll Tax Reduction Plan is the most overlooked strategy businesses are not using. What's most unfortunate about this, is that it not only reduces the payroll taxes of the business, it also substantially increases employee benefits with no out of pocket cost to the employee. On average a business can reduce their payroll tax burden by over $1,100 a year per employee and employee benefits quadruple with no out of pocket cost to the employee.

Covid-19 Crisis: Myths Behind the Stimulus Package and the Potential Financial Impacts

April 8, 2020 11:00a - 12:00p Eastern Standard Time

https://zoom.us/j/8358989771

Live webinar covering the Covid-19 Crisis, the myths behind the stimulus package and the potential financial impacts. You can submit questions ahead of time by emailing them to Covid2020questions@gmail.com with the subject line "April 8th Webinar Question." The deadline for submitting questions is Sunday, April 5th at 10:00pm. Speakers: -Dan Nuwash, MBA: Founder and Managing Partner of Finance For Thought -Ian Savage: Partner at Professional Wealth Associates -Colin R. O'Leary: Real Estate Agent at Berkshire Hathaway HomeServices, Ranked in Top 8% BHHS Agents Nationwide -Seth Feinman, JD: Vice President of Silver Fin Capital Group

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