During this presentation, I will discuss the steps required to start, brand, and build a 6 figure tax preparation business. Topics will include; Deciding if this side hustle is right for you, the legal steps required to get started, creating your personal brand, and the technology needed to run your business.
As a financial counselor, coach or planner, your influence as a professional is undeniable. Join us for an engaging discussion in "Threads of Influence," where we explore the complex interplay of personal backgrounds, experiences, and beliefs in your work with clients. Discover how these factors impact client outcomes and relationships, and why it's crucial to minimize their influence ethically.
Depreciation is a common business concept that is frequently misunderstood. Paul thoroughly breaks down the topic from the underlying concept to the most common way it impacts military and veteran families - residential real estate rentals.
When a loved one dies, even if they have an estate plan, survivors will face many decisions, challenges and obstacles … all while going through the grieving process. Dealing with these tasks can be time-consuming and stressful for even the most well-prepared, financially savvy individuals; adding a maze of military and veterans benefits to the equation only complicates the process. This session reviews the benefits, both military and civilian, a survivor of a veteran may be eligible for and explains the steps needed to access them, along with outlining other actions required in the wake of a veteran’s death.
Military Divorces … Are They Really Any Different Than Non-Military Divorces? With topics of discussion and aspects ranging from jurisdiction, jargon and terminology, different payroll offices, forms, processes and paystubs; federal rules regarding qualifying for post-divorce healthcare and other benefits, pension division post NDAA 2017, Military Retirement Pay Division Orders, nuances around the Survivor Benefit Plan (SBP), GI Bill Educational Benefits and Transfer of Entitlement (TOE), USFSPA, TSP division, Retirement Benefits Court Orders, VA disability payments and potential rating changes, calculation of Child Support, Spousal Support, FERS Military Service Buy Back Program, and remembering Sly and The Family Stone … “so on and so on, Scooby-Dooby-Dooby” … how would YOU answer that question?
Guard and Reserve families share many similar financial experiences with Active Duty families; but there are distinct advantages and challenges related to their Reserve Component status. This session will focus on the unique aspects of Guard and Reserve retirement including topics related to qualifying for retirement, calculating a reserve pension, reducing their retired pay eligibility age, and earning an active duty pension. Additionally, we’ll take a detailed look at the Reserve Component Survivor Benefit Plan (RC-SBP) decision, healthcare coverage and gray zone retiree benefits and limitations.