Colleen Carcone J.D., CFP®, presented “Biden Tax Updates” on Dec. 07, 2021, at 05:00 PM PDT. There are a lot of priorities from the Biden-Harris Administration Immediate Priorities, American Rescue Plan, and the American Jobs Plan, just to name a few. Attorney Carcone will help us to break down what changes are expected in the next few years. Guest: Colleen Carcone […]
Category: Risk Management and Insurance Planning (page 1 of 2)
Dr. Chien interviewed Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on “What Matters the Most? Help Your Clients Write Legacy Letters for Family and Friends” on Nov. 09, 2021, at 02:00 PM PDT. In the Estate Planning Section from the comprehensive financial planning, we often recommend clients to write a “final letter of last instruction.” A final letter […]
Dr. Chien interviewed Eric W. Cosentino, CTFA, on “Why you should consider using a Trust company to manage your assets?” on Oct. 19, 2021, at 2:00 PM PDT. Certified Financial Planner or CFP® often recommends the clients set up a trust when their financial situation warrants such a valuable tool. One out of five financial advisors […]
Have you ever wondered where your hard-earned money went? How satisfied are you in reaching your financial independence? California Lutheran University has a not-for-credit course in Introduction to Personal Finance. The course is designed for working adults to enhance their financial journey. The course provides an overview of the financial journey and necessary tools in […]
Dr. Chien interviewed Jeremy D Witbeck, MBA, CFA, CFP® on “Year-End Investment Planning” on Dec 9, 2020, at 1:00pm PST. We could all agree that 2020 is an outlier year compared to the historical cycle. The new normal shapes our life going forward. In this session, we will discuss the following questions: Tax Code Refresher […]
December 18, 2020 What is International Financial Planning? As globalization becomes more apparent in our lives, there is an increase in the number of people moving around the world and owning properties in more than one country. We are all global citizens which means we have the ability to live where we choose, however, what […]
Why Should Business Owners Consider Section 1202 What is Section 1202? The Qualified Small Business Stock (“QSBS”) gains exclusion is known as Internal Revenue Code Section 1202. Section 1202 allows a portion or 100% eligible capital gains from QSBS to be excluded from federal income tax. The exclusion applies only to QSBS held for more […]
Discussion topics will include strategies that enable clients to take advantage of the current depressed asset values and low rates, the value of growth of assets outside of the federal and state (if applicable) estate tax, the benefit of paying taxes on behalf of a grantor trust and implementation considerations when making the gift. Key […]
Dr. Chien will interview Hratch J Karakachian, CPA, ESQ about SECURE Act. What you need to know to help your clients and CFP exam? Attorney Karakachian is a senior adjunct faculty member at California Lutheran University School of Management. He has been teaching in the MBA in Financial Planning Program since 2013. He has taught Principles […]
Asset Protection Trust Jun 13, 2019 start 3_06 Transcript
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