You've worked hard for what you have, so why not make the most of it and leverage existing rules to ensure that you, rather than the IRS, can keep more of what's yours. Good estate planning isn't just about the legal documents, like a will or power of attorney — It's about strategic planning and projections on an annual basis to avoid ending up in a bind when things come up or laws change. Join us as Wealth Manager and former estate planning and probate attorney Glen Rives, JD, CFP®, walks through estate planning strategies you can implement today to circumvent estate taxes in the future.
Many investors wonder what the key to success is when investing. How can you beat, or at least match, the market? WJA President, Nick Johnson CFA®, CFP®, answers these questions and provides an in-depth analysis of where investors go wrong and how to avoid these mistakes when creating your own strategy. Register for the webinar to learn the best way to create a custom investment strategy that can help you reach your long-term financial goals.
Overlooked and often unknown errors can result in double taxation, an incorrect or incomplete tax return, or expensive penalties. As a corporate executive, you have unique factors to consider before submitting your taxes — Do you have company stock,? Do you have foreign financial assets? Have you submitted all the forms you need and done so correctly? In this webinar, we'll discuss the frequent errors we encounter within tax returns from high-income earners, and how to prevent or correct these costly mistakes.
For Shell professionals, the difference between retiring at the end of one year and the beginning of the next can be hundreds of thousands of dollars in missed savings. Let's face it: if you’re not thinking about your pension, taxes, and other benefit payouts when selecting your retirement date, you’re potentially leaving money on the table. In this webinar, WJA President and Shell benefits expert, Nick Johnson, CFA®, CFP®, dives into the misconceptions surrounding Shell executive's benefits.
On April 28, 2021, President Biden announced his American Families Plan, more commonly referred to as the Biden Tax Plan. For families making over $400,000, there are dramatic changes to tax brackets in personal income and capital gains, so if Biden's tax plan passes, it's important to have a plan in place so your taxes, retirement income, and estate planning aren't significantly impacted. Join WJA President and Wealth Manager Nick Johnson, CFA®, CFP®, as he discusses the potential financial implications of Biden's tax plan on wealthy families and how to incorporate financial planning strategies to lessen the impact.
In the final months before your last day at Shell, there are numerous benefit elections, investment, savings, and tax decisions to make. Each of these financial decisions impacts and compounds off of one another, so making even just one wrong decision can create a significant headache and tax bill in retirement. Join Director of Wealth Management, Alexis Long, MBA, CFP®, as she covers the most important considerations and action items Shell professionals need to address as they prepare to move into retirement.
Whether you’re volunteering to take a severance package or are facing a mandatory one, navigating a severance package after a long career at BP can actually be quite complicated. Let’s face it: if you’re not thinking about how all these factors work together when selecting your last day at BP, you’re potentially leaving money on the table. What factors should be the biggest considerations for whether or not to accept a BP severance?
Whether you’re volunteering to take a severance package or are facing a mandatory one, navigating a severance package after a long career at Chevron can actually be quite complicated. Let’s face it: if you’re not thinking about how all these factors work together when selecting your Chevron retirement or separation date, you’re potentially leaving money on the table. How can you — a Chevron employee — make the most of a severance?
Navigating a severance package after a long career at Shell can be quite complicated whether you’re volunteering to take a package or are facing a mandatory one. In this webinar, presented by Nick Johnson, CFA®, CFP®, we’ll be diving into how you can take advantage of financial planning opportunities a severance presents and will focus on how to avoid selecting a separation date that could cost you thousands in taxes by pushing you into the highest tax brackets.