22
April
Webinar: New Tax Law Highlights With A Timely Market Update April 22nd @ 6 P.M.
Description
You are cordially invited to attend an Educational Webinar: "The New Tax Law Workshop: 20+ Questions
Every Person, Family, and Business Must Answer Soon!!”:
Our speakers, Stu Johnson, CFP, Branch Manager & Alex Sierra, Investment Adviser from Cetera Investors will provide highlights on:
• How some families can qualify for a $1,400 refund, even if they owe no taxes
• Why 529 savings plans aren't just for college anymore and what that means for you and your children or
grandchildren
• Why new estate planning rules could accidentally disinherit your children
• Why small business owners may only be taxed on 80% of their business income
• Why making several years of charitable donations at one time may make sense
• The inflation change in the tax code that could lead to higher taxes in the future
• How the new tax rules may impact your retirement planning strategy
• Why paying off your mortgage may be smarter than ever
• Why reorganizing your business into a new entity might be worth exploring
• The Good News, Bad News story for divorce starting in 2019
In addition to the new tax law highlights, we also wanted to provide you a timely market update.
As financial markets react to the global spread of the COVID-19 virus and anxiety levels increase, we want
to provide perspective on the situation to help you cut through the noise. It is too early to tell how much
lower stocks will go, or when the market selloff will end, but we do see signs for optimism. While we do not
expect volatility to disappear in the short term, we want to address market perspectives, investor confidence,
and potential market opportunities.
Your well-being is of foremost importance, and we hope you and your family are taking the necessary
precautions to remain safe. Therefore, this Presentation will be presented virtually using the Zoom
platform.
As a note, once you RSVP you will be sent an invite to the Zoom meeting. Zoom can be accessed either
online or their mobile app. During the presentation, both audio and visual will be used.
Every Person, Family, and Business Must Answer Soon!!”:
Our speakers, Stu Johnson, CFP, Branch Manager & Alex Sierra, Investment Adviser from Cetera Investors will provide highlights on:
• How some families can qualify for a $1,400 refund, even if they owe no taxes
• Why 529 savings plans aren't just for college anymore and what that means for you and your children or
grandchildren
• Why new estate planning rules could accidentally disinherit your children
• Why small business owners may only be taxed on 80% of their business income
• Why making several years of charitable donations at one time may make sense
• The inflation change in the tax code that could lead to higher taxes in the future
• How the new tax rules may impact your retirement planning strategy
• Why paying off your mortgage may be smarter than ever
• Why reorganizing your business into a new entity might be worth exploring
• The Good News, Bad News story for divorce starting in 2019
In addition to the new tax law highlights, we also wanted to provide you a timely market update.
As financial markets react to the global spread of the COVID-19 virus and anxiety levels increase, we want
to provide perspective on the situation to help you cut through the noise. It is too early to tell how much
lower stocks will go, or when the market selloff will end, but we do see signs for optimism. While we do not
expect volatility to disappear in the short term, we want to address market perspectives, investor confidence,
and potential market opportunities.
Your well-being is of foremost importance, and we hope you and your family are taking the necessary
precautions to remain safe. Therefore, this Presentation will be presented virtually using the Zoom
platform.
As a note, once you RSVP you will be sent an invite to the Zoom meeting. Zoom can be accessed either
online or their mobile app. During the presentation, both audio and visual will be used.
Date and Time
Wed, Apr 22, 2020
6:00p - 7:00p PST