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X-WR-CALDESC:Events for NAIFA-Florida
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DTSTART;TZID=America/New_York:20210520T083000
DTEND;TZID=America/New_York:20210520T100000
DTSTAMP:20260425T230421
CREATED:20210506T132338Z
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UID:29964-1621499400-1621504800@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Palm Beaches - How to Calculate Provisional Taxes on Social Security
DESCRIPTION:Thursday\, May 20\, 2021\nHow to Calculate Provisional Taxes on Social Security\nVirtual Presentation – 8:30 am/Login + Networking – 9 am Presentation\n  \nMatthew J Oliver\, CPA\nMatthew J Oliver\, CPA\, PLLC\n(772) 486-0311 (C)       561-802-7362\nmatt.oliver@mjocpa.com \nServing small business and individuals’ tax planning\, compliance and business advisory needs. \n  \nMatt practices public accounting as owner of Matthew J\, Oliver CPA\, PLLC. With more than 10 years of experience in taxation\, he provides a wide-range of strategic consulting and compliance services to affluent and successful entrepreneurs and multi-generational families\, He stays informed of prevailing tax policy and is developing a highly scalable\, distributed service delivery model. \nAs a graduate of the University of Florida\, Matt started his career in the West Palm Beach area employed by two firms who have since been acquired by BDO USA\, LLP. He has spent the last six years employed by Caler\, Donten\, Levine\, Cohen\, Porter & Veil\, P.A.\, identified as a top 300 accounting firm by Inside Public Accounting\, There he championed engagements for a few major clients of the firms’ multi-family office operations\, He holds expertise in the following disciplines: \n\nAcquisition\, development\, and disposition of real estate holdings\,\nTax planning for closely-held corporations and partnerships\,\nComplex\, income tax\, estate and gift tax\, and financial planning for ultra-high­ net-worth individuals and multi-generational families\,\nAlternative investment structuring and tax compliance\,\n\nHow to Calculate Provisional Taxes on Social Security \nWhat is Provisional Income for Social Security \nHow to Calculate Provisional Income \nWhen is an Individual Eligible for Provisional Payments \nWhen is an Individual NOT Eligible for Provisional Payments Policy on Provisional Payment \nStart and End Dates Medicaid \nSuspension/Terminating Events Procedure on Provisional Payment \nInitiating Provisional \nAdjusting/Terminating Provisional Payments How are the Social Security Benefits Taxed \nWhat is maximum Social Security Tax in 2021 Strategies to Reduce Taxes on Social Security \n\nRegister HERE                 (2 steps if non-member)          Pay HERE (non NAIFA member)\nTime:\n8:30 am – login/networking\n9:00 am -Provisional Taxes\n10:00 am-Meeting Ends \nCost:\n$10 – Non NAIFA member \nNAIFA member …...\nVoluntary donation appreciated to help defer cost of event.\nClick on Pay Now non-member link. Thank you \nCheck payable:\nNAIFA- Palm Beaches\n1217 Lake Geneva Dr\nLake Worth\, FL 33461\n561-588-5444\nnaifa-palmbeaches@att.net \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-palm-beaches-how-to-calculate-provisional-taxes-on-social-security/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Networking,Open to Members & Non-Members,Virtual
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DTSTART;TZID=America/New_York:20210520T113000
DTEND;TZID=America/New_York:20210520T130000
DTSTAMP:20260425T230421
CREATED:20210421T132811Z
LAST-MODIFIED:20210421T132811Z
UID:29719-1621510200-1621515600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast Florida Chapter Meeting- Live
DESCRIPTION:Impact of Estate Planning under the Biden Administration\nMay 20\, 2021\n11:30 AM-1:00 PM EASTERN \nLOCATION:\nBonefish Grill\n10950 San Jose Boulevard\nJacksonville\, FL  32223 \n\n\nWilliam A. O’Leary\, JD\, LL.M (Tax) Attorney\nLegacy Planning Law Group.\nBill’s Bio \n\nBasic Estate Planning tips\nUnderstanding the implications and tax law changes\nImportance of Estate Planning\n\nCLICK HERE TO REGISTER!  \n\nVirtual attendees register here to receive log in credentials. 
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-florida-chapter-meeting-live/
LOCATION:Bonefish Grill\, 10950 San Jose Boulevard\, Jacksonville\, FL\, 32223
CATEGORIES:Chapter Event,In Person Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
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DTSTART;TZID=America/New_York:20210520T120000
DTEND;TZID=America/New_York:20210520T130000
DTSTAMP:20260425T230421
CREATED:20210413T130823Z
LAST-MODIFIED:20210413T130823Z
UID:29590-1621512000-1621515600@studymanuals.naifa-florida.org
SUMMARY:Continuing Education- Draft a Plan to Help Protect Business Owners
DESCRIPTION:“Draft a Plan to Help Protect Business Owners”\n(CE – 1 Hour – Health)\nThursday\, May 20 – Noon to 1:00 p.m. ET\n  \n \nby Steve Saladino \n\nThis one-hour course examines the different solutions business owners can use to protect themselves and their business from the threat of a disability. Health insurance advisers will learn the objectives and benefits of each of the solutions (Individual Disability Income\, Overhead Expense\, Business Loan Protection\, Disability Buy-Out and Key Person) and how they may be able to work together to help give the business owner a greater level of protection.  (This course is approved by the Florida Department of Financial Services for one (1) hour of Continuing Education credit for 2-40 health licensees. Intermediate level. Florida DFS Course #114614\, Offering 72269. Provider #415\, Principal Mutual Life Insurance Company.)   \n\nMembers:   No charge\nNon-Members:  $15. \nTo register\, click here:  https://naifacf.wufoo.com/forms/za1ih2d0vejxo6/
URL:https://studymanuals.naifa-florida.org/event/continuing-education-draft-a-plan-to-help-protect-business-owners/
LOCATION:ZOOM
CATEGORIES:Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
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