October 30th, 202411:30 a.m. Central
October 30th, 2024 | 11:30 a.m. Central
Virtual
Should You Name a Trust as Your IRA Beneficiary?
The Corporate Transparency Act, passed in 2021, aims to curb illicit activities such as tax fraud, money laundering and terrorist financing by requiring certain U.S. businesses to provide details about their ownership. If your business meets the criteria, you’ll need to file a beneficial ownership information report with the Financial Crimes Enforcement Network that lists individuals linked to your company. Penalties for failing to file your initial report will kick in after Jan. 1, 2025, so it’s important to make sure you are complying with the rules before the end of year.
In this webinar, Chief Planning Officer Jeffrey Levine will discuss what business owners need to know about the Corporate Transparency Act. He'll cover:
- How the act will impact business owners and trusts
- Who it will impact
- What actions need to be taken and how business owners can prepare
- Consequences for not complying
Register Now
Featured Speakers
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Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
Learn more about JeffClients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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As the director of client development, Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Buckingham. His collaborative working relationship with Buckingham's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.
Other Upcoming Events
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July 20th, 2023 | 11:30 a.m. Central
Virtual
Preventing Identify Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Buckingham’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.
You’ll learn strategies to fend off common identity theft tactics, including:- Establishing credit in your name
- Filing a fraudulent tax return on your behalf
- Compromising your online accounts
- Engaging in other malicious activities
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November 12th, 2024 | 2:00 p.m. Central
Virtual
Connects Quarterly Webinar: Q4 2024
Join our panel of industry thought leaders who will share their perspectives on market performance, review the latest financial planning developments and discuss the investment outlook. Find out what it all means for your financial plan.