Events Search
  Summary & Check Out (0)
Wednesday, October 27, 2021 Webcast Replay

Social Security Update/LLCs With Charitable Intent (E2110274)

12:00 PM - 3:00 PM EDT
Replay

ON24

3.0 CPE Credits in TX

OVERVIEW

Social Security is one of the most valuable pensions ever created. Most couples are entitled to receive well over $1 million from Social Security. Unfortunately over 90% of filers end up getting less money than they are eligible to receive due to the complexity of the program. There are over 2,700 rules governing Social Security and most couples have over 500 possible filing options. This webinar will help you to navigate the Social Security rules so you do not leave any money on the table.

What is an LLC with charitable intent? The LLC with charitable intent is an advanced and comprehensive tax, estate, and charitable giving plan which has evolved for nearly twenty years. The LLC with charitable intent is a structure which creates the following benefits for you, your family, and your charities of choice.

BENEFITS

Earn 3 CPE credits in Tax.

HIGHLIGHTS

Social Security: Strategies To Maximize Benefits
Ash Ahluwalia, CFP, MBA, NSSA - OneTeam Financial, LLC

Topics to be covered on this webinar include:

  • Strategies to maximize Social Security benefits
  • Review of spousal, survivor and children’s benefits
  • How to collect benefits off of an ex-spouse
  • Strategies available for business owners to maximize benefits
  • How to minimize the taxation of Social Security benefits
  • The best time to file for Social Security

LLCs With Charitable Intent
Michael Aguas - Reignstorm Group

This webinar will discuss the following program benefits:

  • A current income tax deduction which reduces up to 60% Adjusted Gross Income
  • Assets in the plan grow 99% tax free
  • Appreciated assets contributed can be sold or liquidated eliminating 99% of capital gains or depreciation recapture
  • Assets are exempt from gift and estate tax
  • Assets are potentially protected from creditors and lawsuits
  • Client and heirs maintain total control over the assets transferred to the CLLC
  • Provides opportunity for clients and heirs to generate substantial charitable gifts for their designated and qualified charities/organizations

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Season Pass holders must register for each event.

For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

INSTRUCTORS

Ash Ahluwalia

Ash Ahluwalia, MBA, NSSA, CSSCS, CFP

Managing Partner

OneTeam Financial LLC

Ash Ahluwalia is the head of Social Security planning at OneTeam Financial. With nearly thirty years of experience, he is one of the nation’s foremost experts on Social Security and oversees the development of claiming strategies to maximize retirement income benefits.

Social Security is the largest retirement asset for many Americans, often amounting to $1 million or more of lifetime pension benefits from the federal government. However, being governed by more than 2700 rules, over 90% of filers leave money on the table. Ash has helped thousands of clients to customize the best strategy for their personal situation.

Ash is the former president and founder of National Social Security Partners, LLC (NSSP). He has two certifications in Social Security planning, National Social Security AdvisorSM and Certified in Social Security Claiming Strategies (CSSCS). For all of his efforts, expertise and leadership in Social Security planning, he was recognized with the “National Social Security Advisor of the Year” award in 2016 from the National Social Security Association.

After graduating from the University of Toronto with a Bachelor of Commerce degree, Ash obtained his Chartered Accounting degree (a Canadian CPA.) and Certified Financial PlannerTM designation. He then went on to obtain an MBA from Wharton Business School.

Ash has been published in numerous newspapers and magazines for his expertise, including The Wall Street Journal, Barron’s, U.S. News & World Report, and Financial Planning magazine. He is also a highly-sought-after speaker at conferences, webinars and industry events for consumers as well as legal, accounting and other financial professionals.

Originally from Toronto, Canada, Ash has lived in Madison, New Jersey for the past 25 years. He is married and has three grown children. He enjoys playing many sports, including ice hockey, golf and tennis, as well as traveling, health and fitness. He is also active in his wife’s charitable organization, Autism is Curable.

Jose Luis Blanco

Jose Luis Blanco

Financial Representative

Intervest International

Jose Luis has over 20 years of experience as a Financial Representative. Through his core mission, Luis establishes trust, instills confidence and always strives to make a positive impact on the lives of his clients.

As part of his comprehensive financial services, individuals and businesses are accustomed to a very proactive and tailored approach, from in depth analysis and investment management consultation, retirement and insurance strategies to legacy protection.

In his spare time, Jose Luis enjoys giving back to the community through athletic oriented-charities supporting autism, multiple sclerosis and various others. Luis is also an avid sports enthusiast with specific interest in football, basketball, and golf.

Professional Certifications include Series 7, Series 63, Series 3, & Series 65. Life, Health & Accident Insurance Licenses in States of NJ, NY, PA, NV, IN, FL, CO, & CA.

Kevin Zebrowski

Kevin P. Zebrowski, J.D.

Financial Advisor

Intervest International

Kevin has been helping his clients protect and achieve their financial goals for ten years. With his legal background, Kevin has focused on Estate Planning while providing solutions for both retirement and life long needs.

Graduating from Clemson University in South Carolina, Kevin went on to receive his Juris Doctorate from the Pace University of Law in White Plains, New York.

Kevin’s drive and passion to help his clients reach their financial goals has created working relationships that have blossomed into lifelong partnerships and friendships.

“By planning to achieve my clients dreams and goals I am able to protect their family and legacy, which is always my number one priority.”

Kevin currently resides in West Nyack, NY. He is a licensed Financial Advisor in NY, NJ, PA, VA, NC, NV and FL.

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

Register Today


Note: Online pre-registration will close on October 27 at 12:00 PM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

ALSO AVAILABLE