Nicholas Stokes

Ensure your financial future is secure! Check out this Kiplinger article, shedding light on mindsets that might slow your financial progress. David Silversmith, Senior Manager at EisnerAmper, explains why postponing retirement savings could be risky. https://okt.to/jWGaFi #RetirementPlan #retirementsavings

You are cordially invited to attend the second of our 3 Integrity Wealth Management FREE LUNCH AND LEARN CE SERIES events! CE, CPLE, CLE, CPE credits available. Tax Strategies to Address Capital Gains | Wednesday July 17 Presented by Steve Pointer - Senior Vice President and Regional Director at Cantor Fitzgerald Asset Management *1hr CFP, CPA and CIMA CE credit available! Tax Strategies to Address Capital Gains - Discover a Tax-Advantaged Investment Strategy through Opportunity Zones The Qualified Opportunity Zone Program (“QOZ Program”), created by the Tax Cuts and Jobs Act of 2017, is a tax-incentive program designed to encourage long-term private sector investments in designated communities known as Qualified Opportunity Zones by delivering certain tax benefits to investors through investment vehicles called Qualified Opportunity Funds. The information contained herein is not an offer to sell or a solicitation of an offer to buy any securities and is for training and educational purposes only. Such an offer or solicitation can be made only through the Confidential Private Placement Memorandum relating to the offering, which is always controlling and supersedes the information contained herein in its entirety. Cantor Fitzgerald and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting professionals before engaging in any transaction. PRESENTATION TOPICS INCLUDE • An Overview of the Qualified Opportunity Zone Program • Understanding the Potential Tax Benefits and Potential Risks • Defining Requirements and Eligibility • Important Deadlines to Maximize the QOZ Tax Benefits • Comparing Qualified Opportunity Funds and 1031 Exchanges ALL EVENT DETAILS: --> Antonello Ristorante - 3800 S Plaza Dr, Santa Ana, CA 92704, located in the South Coast Plaza --> 11:30am-1:00pm --> Please RSVP to [email protected]?utm_source=linkedin or 949-955-1188 or visit https://lnkd.in/dDwErypf --> Seating is limited - Early RSVP's appreciated --> Please forward to colleagues that may be interested

You are cordially invited to attend the second of our 3 Integrity Wealth Management FREE LUNCH AND LEARN CE SERIES events! CE, CPLE, CLE, CPE credits available. Tax Strategies to Address Capital Gains | Wednesday July 17 Presented by Steve Pointer - Senior Vice President and Regional Director at Cantor Fitzgerald Asset Management *1hr CFP, CPA and CIMA CE credit available! Tax Strategies to Address Capital Gains - Discover a Tax-Advantaged Investment Strategy through Opportunity Zones The Qualified Opportunity Zone Program (“QOZ Program”), created by the Tax Cuts and Jobs Act of 2017, is a tax-incentive program designed to encourage long-term private sector investments in designated communities known as Qualified Opportunity Zones by delivering certain tax benefits to investors through investment vehicles called Qualified Opportunity Funds. The information contained herein is not an offer to sell or a solicitation of an offer to buy any securities and is for training and educational purposes only. Such an offer or solicitation can be made only through the Confidential Private Placement Memorandum relating to the offering, which is always controlling and supersedes the information contained herein in its entirety. Cantor Fitzgerald and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting professionals before engaging in any transaction. PRESENTATION TOPICS INCLUDE • An Overview of the Qualified Opportunity Zone Program • Understanding the Potential Tax Benefits and Potential Risks • Defining Requirements and Eligibility • Important Deadlines to Maximize the QOZ Tax Benefits • Comparing Qualified Opportunity Funds and 1031 Exchanges ALL EVENT DETAILS: --> Antonello Ristorante - 3800 S Plaza Dr, Santa Ana, CA 92704, located in the South Coast Plaza --> 11:30am-1:00pm --> Please RSVP to [email protected]?utm_source=linkedin or 949-955-1188 or visit --> Seating is limited - Early RSVP's appreciated --> Please forward to colleagues that may be interested https://lnkd.in/g7S2EYZX

You are cordially invited to attend the second of our 3 Integrity Wealth Management FREE LUNCH AND LEARN CE SERIES events! CE, CPLE, CLE, CPE credits available. Tax Strategies to Address Capital Gains | Wednesday July 17 Presented by Steve Pointer - Senior Vice President and Regional Director at Cantor Fitzgerald Asset Management *1hr CFP, CPA and CIMA CE credit available! Tax Strategies to Address Capital Gains - Discover a Tax-Advantaged Investment Strategy through Opportunity Zones The Qualified Opportunity Zone Program (“QOZ Program”), created by the Tax Cuts and Jobs Act of 2017, is a tax-incentive program designed to encourage long-term private sector investments in designated communities known as Qualified Opportunity Zones by delivering certain tax benefits to investors through investment vehicles called Qualified Opportunity Funds. The information contained herein is not an offer to sell or a solicitation of an offer to buy any securities and is for training and educational purposes only. Such an offer or solicitation can be made only through the Confidential Private Placement Memorandum relating to the offering, which is always controlling and supersedes the information contained herein in its entirety. Cantor Fitzgerald and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting professionals before engaging in any transaction. PRESENTATION TOPICS INCLUDE • An Overview of the Qualified Opportunity Zone Program • Understanding the Potential Tax Benefits and Potential Risks • Defining Requirements and Eligibility • Important Deadlines to Maximize the QOZ Tax Benefits • Comparing Qualified Opportunity Funds and 1031 Exchanges ALL EVENT DETAILS: --> Antonello Ristorante - 3800 S Plaza Dr, Santa Ana, CA 92704, located in the South Coast Plaza --> 11:30am-1:00pm --> Please RSVP to [email protected]?utm_source=linkedin or 949-955-1188 or visit https://lnkd.in/dDwErypf --> Seating is limited - Early RSVP's appreciated --> Please forward to colleagues that may be interested

Looking to transform your advisory practice with tax-efficient planning? This week on The Breakthrough Advisor™, Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax planning wealth manager, and top Carson Wealth advisor, explains why tax planning should be a cornerstone of your practice: https://lnkd.in/g-GxZbYX In the meantime, explore how Roth conversions and business tax deductions can create significant client value by playing this preview you cannot miss! ⬇️ #TheBreakthroughAdvisor #FinancialServices #TaxEfficiency #ClientStrategies #AdvisoryGrowth

📅 Did You Know? Your corporate year-end date directly influences when you report dividends on your personal taxes. By selecting a non-calendar year-end, you can defer personal tax obligations, providing greater cash flow flexibility. Key Strategies: 1️⃣ Align Dividends with Year-End: Dividends are recorded at your corporate year-end and must be claimed on your personal taxes for that year. 2️⃣ Leverage Non-Calendar Year-Ends: Opting for a fiscal year-end beyond December 31 can delay personal tax obligations by a full year. 3️⃣ Enhance Tax Planning: Strategically choosing your corporate year-end date can optimize shareholder distributions and improve tax efficiency. Unlock the full potential of your dividend strategy with informed year-end planning. For a deeper dive into how your corporate year-end impacts dividends and shareholder distributions, read our latest blog post. ➡️ Learn more here: https://hubs.li/Q02ZPQxq0 #TaxPlanning #Dividends #CorporateFinance #YearEndPlanning