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Live Webinars

Phil
The amount of additional (i.e., higher than the base amounts of) Medicare premiums depends on income from the tax return two years prior. These higher Medicare premiums are called…
Larry Pon
The Inflation Reduction is designed to reduce the deficit and lower inflation while investing in domestic energy production and lowering healthcare drug costs. Join Larry Pon for…
Griffin
Join Griffin Kale from Holistiplan as he shares ways you can use a client's tax returns to model strategies that can help them lessen the impact of IRMAA charges and taxes that…
Larry Pon
According to the National Association of REALTORS® (NAR), 23% of those 37 and younger used a gift and 6% used a loan from family or friends to purchase their home. There are…
Jimmy
This CE-eligible program will provide an understanding of the tax benefits associated with investments made into Qualified Opportunity Funds (QOFs) and Qualified Opportunity Zone…