Upcoming Events & Seminars

Past Events

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Tax Cuts and Jobs Act Overview

You are invited to attend Tax Cuts and Jobs Act Overview, a complimentary, informational workshop, designed specifically to discuss how the tax law changes may allow individuals and business owners to save income taxes and how the estate and gift tax changes may provide you with a window of opportunity for additional planning to maximize the assets you pass to your heirs.

You will learn:

- How the new income tax brackets and changes to deductions could impact individuals
- How the tax law changes are likely to impact business owners
- How to have a conversation with your tax advisor about these changes
- How the estate and gift tax changes create an opportunity for some to transfer additional wealth to the next generation.

Peace Officer Wives Conference

Bless the Badge in partnership
with Faith. Wife. Hero

Welcome to the first annual Peace Officer Wives Conference in the Bay Area. Join us as we gather for a day of encouragement, equipping, and unity. We will explore how to support each other, our community as well as how to cope with dramatic situations in the law enforcement environment. Click here to continue reading.

Calculators

Newsletters

  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

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