Past Webinar Replays

An exclusive webinar for working professionals to get an overview of the key changes. The webinar will cover:
Updates on new deductions, exemptions, and credits.
Highlight valuable tax planning opportunities before the year-end.

An overview of entity types and tax implications, tracking income and expenses, deductions, payroll taxes, estimated taxes and retirement plans for self-employed and small businesses.

Reduce taxable income, Maximize Deductions, Save for the future

Employer-based retirement savings, IRA, Roth IRA, SECURE Act 2.0

Basics of building a good financial plan. Topics include good record keeping, liquidity of emergencies, risk management, estate plan, tax-advantaged savings, and diversifying investments.

How to save on taxes and diversify investments using Tax-Loss Harvesting strategy. Explains wash sale rule and how to avoid wash sale.

Roth accounts grow tax-free and it can be tax-free for life. and for your heirs. However, with a looming tax burden from RMDs in retirement, here are five ways to build your Roth account.

How to guide for managing finances and investing for the future for a young audience.