About the speakers: Hratch J Karakachian, CPA, ESQ, 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 of Estate Planning, Income Tax and Strategy, Managerial Accounting, and Foundations of Accounting and Finance courses. Hratch […]
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 […]
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 […]
Join Hratch J Karakachian, CPA, ESQ and Chia-Li Chien, Ph.D., CFP®, PMP® to discuss the recent Stimulus Package. First, we’ll discuss the Treasury Department and the Internal Revenue Service (IRS) announced special Federal income tax return filing and payment relief in response to the ongoing Coronavirus Disease 2019 (COVID-19) emergency. Then Dr. Chien will talk about […]
Chien, C.-L. (2020, Feb 12). Entrepreneur? Business Owner? You Face More Complex Retirement Planning. TheStreet: Retirement Daily.
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 […]
Enhancing Retirement Success Rates in the United States As college students, we have barely started our careers, let alone started thinking about them ending and our retirement. But, should we start thinking about it now at such a young age? Well, I think we should educate ourselves and start thinking about it. If we spend […]
Jeffrey Lang discusses the use of financial technology and the development of it in the financial workplace.