Events
Upcoming Events
Fantastic tax strategies for tax professionals working with business owners & corporate executives
Do your clients have equity compensation from their employers or own a business? Are you helping them employ innovative solutions to their equity compensations and taxes? Sierra Pacific Financial Advisors is cordially inviting you to join us for this educational webinar.
Past Events
November 2, 2023
11:30a - 12:30p
Zoom
Fantastic year-end tax strategies for Professionals with Equity Compensation & Business Owners
Do you have equity compensation from your employer or do you own a business? Are you tired of getting surprised at tax time and finding out that you owe more taxes than you expected? Now is the time to take action to reduce your tax burden for the 2023 tax year. Sierra Pacific Financial Advisors is cordially inviting you to join us for this educational webinar titled “2023 year-end tax planning”.
September 13, 2023
12:30p - 1:30p
Zoom
SPFA Webinar - Schwab Alliance Tutorial
Sierra Pacific Financial Advisors, LLC (SPFA) is hosting a complimentary webinar series geared to help existing clients of TD Ameritrade navigate Schwab Alliance. Jake Romeo will be joining us from Schwab to answer any questions you may have about navigating Schwab Alliance.
September 6, 2023
12:30p - 1:30p
Zoom
SPFA Webinar - Schwab Alliance Tutorial
Sierra Pacific Financial Advisors, LLC (SPFA) is hosting a complimentary webinar series geared to help existing clients of TD Ameritrade navigate Schwab Alliance. Jake Romeo will be joining us from Schwab to answer any questions you may have about navigating Schwab Alliance.
August 24, 2023
11:30a - 12:30p
Zoom Meeting
SPFA Webinar - Concentrated Stock Solutions for Professionals with Equity Compensation Rewards
Many professionals in the bay area have amassed significant personal wealth through an equity compensation structure, Employee Stock Purchase Plan or other employer granted stock. This often results in a high concentration of assets in a single investment. However, the very asset responsible for creating significant wealth may eventually become the biggest risk to financial peace of mind. This leads to the question, “How to unwind and diversify a concentrated stock position in a tax-efficient manner”?
June 1, 2023
12:30p - 1:30p
Zoom
SPFA Webinar - Long Term Care: Challenges and Solutions
You never know if you or someone in your family will need long-term care. In this webinar, sponsored by Sierra Pacific Financial Advisors, Tim Bellig will present issues people face when confronted with a long-term care event, from coordination of care and benefits to the financial burdens on their estate. He will also present potential solutions to those issues and challenges.
April 6, 2023
12:00p - 1:00p
Online via Zoom Webinar
Secure Act 2.0 - Retirement and Tax Strategies
Registration Link: https://us02web.zoom.us/webinar/register/WN_7eFVtsBeRG2bQn_CXqhNgg