Events

Upcoming Events

June 27, 2024

1:30p - 2:30p

Zoom

Qualified Opportunity Zones

Do you have a significant investment with a substantial unrealized capital gain? Would you like to realize that gain, reduce your exposure, and delay the payment of the capital gains tax? Let us show you how, through the use of Qualified Opportunity Zone investments, you can realize all three of those goals.

September 26, 2024

1:30p - 2:30p

Zoom

Advanced Retirement Planning

Are you a small to medium-sized business owner who is looking to boost your retirement savings while also reducing your taxes and the amount of fees you pay for your current retirement plan? Join us, along with Adam Zuro of Nicholas Pension, and find out how you can use advanced retirement planning techniques to achieve these goals.

November 12, 2024

1:30p - 2:30p

Zoom

Fixed Income and Private Dept Investing

During 2022 fixed income investors had one of their worst years. Many were claiming the 40/60 portfolio was dead. Join us and find out how you can use private debt in your portfolio to help improve returns while also reducing risk in your portfolio.

Past Events

April 25, 2024

1:30p - 2:30p

Zoom

Direct Index Investing - A Solution for High Net Worth Individuals with Concentrated Stock Positions

Are you accumulating a large, concentrated Stock position in your company stock or that of another? Are you concerned about the tax implications that you will incur when it comes time to diversify the proceeds from that sale? We will show how the use of Direct Index investing can help with both of these situations.

February 15, 2024

1:30p - 2:30p

Zoom

Tax Planning Strategies That You Can Use to Attract and Retain Clients

Our clients often ask us if we know a CPA who does tax planning in addition to just tax preparation.  This is especially true for those corporate executives with sizable equity compensation as well as our small and medium-sized business owners. Those clients are looking for innovative solutions to their equity and tax situations. We would like to present you with several planning ideas you can present to your clients.

February 15, 2024

1:30p - 2:30p

Zoom

Tax Planning Strategies to Start Reducing Your 2024 Taxes Today

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 liability for the year 2024. We would like you join us for this educational webinar titled “Tax Planning Strategies for 2024” to learn various tactics and actions that help you minimize your tax income taxes.

January 26 - January 27, 2024

9:00a - 12:00a

Fiji Trip 2024 Early Bird Registration

Fiji Trip 2024 Early Bird Registration

To secure your Early Bird registration simply provide your contact information and include in the message the names/email addresses/phone numbers for all the guests in your group. Further details will be provided to all travelers including airfare options from our partner the renowned Gate 1 Travel Agency .

January 18, 2024

11:30a - 12:15p

Zoom

SPFA Webinar: Exploring the Essentials of Private Markets

Private markets offer a realm of untapped potential, introducing a diverse array of assets—private real estate, credit, and equity—that can seamlessly integrate into your investment portfolio. These assets provide a gateway to opportunities and strategies that often remain inaccessible through traditional avenues of public stocks and bonds. Join us on Thursday, January 18th at 11:30 AM Pacific Time as we explore how private markets can provide attractive return opportunities, increase portfolio diversification, and reduce volatility compared to publicly listed securities. Allocation to asset classes like private equity, private real estate, and private credit can dynamically reshape the risks and returns within your investment portfolios.

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

February 14, 2023

1:30p - 2:15p

Zoom

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.

Event Registration