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HBJ’s 2021 economic forecast
December 28, 2020
Hartford Business Journal's 2021 Book of Lists includes an economic forecast section containing outlooks for the year ahead from various economists and industry experts. Here’s a look at what they had to say.
Financial Planning Lessons for Turbulent Times
December 21, 2020
Looking back over a tumultuous year, we learned the value of cool heads and steady hands. After dealing with the ups and downs of the pandemic, the economy, the election and political and civil unrest, I marked some broader lessons we can glean and implement in our financial planning for 2021.
Surgent's Individual and Financial-Planning Tax Camp
Your Computer!
Feb 1 9:00am - 5:00pm
8.00 Credits
The SECURE Act, including IRA and RMD changes Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Review of pertinent changes from tax reform Reading a tax return for developing client-specific tax strategies Will there be more changes in the individual tax laws? The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed What to do about itemized deductions Trans-generational planning: conversions, income and gain-splitting HSAs Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Discussion Leader(s) Bob Lickwar, CPA
Keeping Retirement SECURE: New Act.New Opportunities
Your Computer!
Feb 25 9:30am - 10:30am
1.00 Credits
Review the maximum period over which an inherited IRA can be withdrawnChanges to Required Minimum Distributions (RMD)Estate planning considerationsDiscussion Leader(s) Leon LaBrecque, JD, CPA, CFPr, CFA
Keeping Retirement SECURE: New Act.New Opportunities
Your Computer!
Mar 30 9:00am - 10:00am
1.00 Credits
Review the maximum period over which an inherited IRA can be withdrawnChanges to Required Minimum Distributions (RMD)Estate planning considerationsDiscussion Leader(s) Leon LaBrecque, JD, CPA, CFPr, CFA
Keeping Retirement SECURE: New Act.New Opportunities
Your Computer!
Apr 16 10:30am - 11:30am
1.00 Credits
Review the maximum period over which an inherited IRA can be withdrawnChanges to Required Minimum Distributions (RMD)Estate planning considerationsDiscussion Leader(s) Leon LaBrecque, JD, CPA, CFPr, CFA