- Hear about the macro-economic forecast for 2022
- Protect your assets from you future former spouse
- Explore the power of zero - proactive planning
- Gain insight into retirement and elder planning
- Understand financial planning considerations for selling your practice
- Hear about holistic financial planning
A discussion of the recovery from the COVID-driven recession of 2020, and the struggles facing the U.S. economy in its return to normal, without severe inflationary consequences.
No one weds to later divorce, but most recognize at least the possibility that the person soon to be standing next to them at the altar might be a "future former spouse." Individuals of means will want to do what they can to protect against the financial consequences of that possible outcome, most commonly, perhaps, through a pre-nuptial agreement. However, when a pre-nuptial agreement appears impractical or impossible, undesirable or potentially unenforceable, complementary or alternative strategies, such as the self-settled spendthrift trust might also be used. This session will examine, in detail, both such options.
Is it possible to get to a 0% tax bracket in retirement? How great would it be to effectively eliminate tax rate risk from your retirement picture? Explore the path to success and how you can give your clients the information they need to enjoy their golden years.
I am a CPA and Financial Planner (PFS). At age 60 I decided to plan to retire at 65 and sell my practice. December of the year I turned 65, I sold my practice. Here’s what I wish I had done, what I did pretty well, and what resources I used. The bottom line – you know your practice best and where its value lies. The acquisition professionals will tell you, otherwise. In this session, you will get ideas that can increase the future value of your firm to maximize your purchase price, as well as make the transition of ownership easier for the seller, the buyer, and the clients who are at the mercy of the whole process.
Details to come!
This session will discuss the 6 main risks affecting retirement planning, mitigation strategies, and investments considerations. We’ll cover events that commonly derail your clients’ plans, mitigation strategies, investments & considerations. People are in a hurry, and quick to “check the box” & put away a task as completed… but is that safe? Saying you have a plan is like saying you have a car – there is a big range of definitions that can include. We’ll talk through some different considerations, and real examples of how plans can be crafted or derailed.
Coming out of the COVID pandemic has spawned market growth. Now grow influence in twofold - too much growth that could lead to inflation or too little growth due to the emergence of the Delta variant. Explore where we stand right now and what do we expect in 2022.
The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.