Finance and Legal Group
All Finance and Legal Group articles are collected here.
When will the Medicare advantage bubble burst? Part 2Event Date:This session will continue the discussion begun in the May 8, 2023 session. See that article for details. More... |
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Tax update: Act now! Year-end tax planningEvent Date:Topics include tax changes; tax reducing moves required now and tax management in 2024 & 2025. More... |
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Estate plans during life, incapacity & when you expireEvent Date:The documents noted for this event specify your managers and can minimize income taxes now, and estate taxes. More... |
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Long Term Care Insurance classEvent Date: Funding Long Term Nursing care as an ongoing issue. There are a number of factors that will determine if LTC insurance is right for you – your age, health, retirement goals, income and assets. More... |
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Tax efficient distributions to family and charitiesEvent Date: This presentation was recorded at Carlson School. Topics included IRS compliant ways to make qualified charitable distributions (QCD) from your IRA or rollover IRA; funding gifts to Minors and other gifts; plus more. More... |
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When Will the Medicare Advantage Bubble Burst?Event Date: Recording spreads awareness to rein in the Medicare Advantage (MA) privatized system, and protect traditional Medicare funding. More... |
Tax Update: Elections, Forgiveness, & Taxes, Oh My!Event Date:Todd J. Koch, CPA, MBT, CFP /JAK Partner, has again invited UMRA members to attend the year-end tax planning presentation for JAK clients. More... |
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Estate PlanningEvent Date:Matt Guttman will give a webinar on Estate planning. A review of past webinars is good preparation for the fall 2022 programs. Review 2021 estate planning webinar. More... |
Tax Efficient Distributions to Family and CharitiesEvent Date:Todd J. Koch, CPA, MBT, CFP /JAK Partner, has again invited UMRA members to attend the year-end tax planning presentation for JAK clients. You may review the fall 2021 presentation recording and slides. |
Year End Tax PlanningEvent Date:Todd Koch, CPA, MBT, CFP, will review MN and Federal tax code changes, IRA and retirement account distribution strategies, and other important tax questions. More... |
Estate Planning for RetireesEvent Date: -Estate Planning for retirees is presented by an estate planning law firm, and will review wills vs. revocable living trusts; protecting inheritances from divorce, creditors and other claims; concerns related to putting your property in your childrens' names, and more. More... |
Tax planning strategiesEvent Date:Making tax-wise contributions to charities is one important issue that will be discussed when UMRA's Financial & Legal Issues Group meets in November. More... |
Estate planning for retireesEvent Date:FLG invites members to learn how estate planning can protect your legacy More... |
Strategies to reduce income taxEvent Date:All members of UMRA are welcome to attend the next meeting of UMRA’s Financial and Legal Issues Group at John A. Knutson & Co., PLLP, in Falcon Heights. More... |
FLG seeks input, co-facilitator for 2019Event Date:All UMRA members are cordially invited to the Finance & Legal Issues Group (FLG) planning meeting on February 21. It be held at John A. Knutson & Co., PLLP, in Falcon Heights. (Site contact: [email protected] or 651-379-5732). More... |