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January 12, 2021
9:00-10:15AM

FPA Central Ohio presents Making the Jump A Planner's Toolkit for Advising Clients on Self-Employment

presented by Kevin R. Clark CFP®, CIMA EA &Michael P. Duffy

via Zoom

Making the Jump: A Planner's Toolkit for Advising Clients on Self-Employment

presented by 

Kevin R. Clark CFP®, CIMA EA Michael P. Duffy

Making The Jump A Planner's Toolkit For Advising Clients - recording

Making The Jump A Planner's Toolkit For Advising Clients On Self Employment - slides

In the midst of the pandemic, a shift to self-employment and side hustles is underway. Clients are looking for ways to generate more income, save more money, and have more work-life balance. This presentation will provide practical tools and information for planners to counsel clients looking to make the jump to self-employment, including a discussion of the opportunities, challenges and tax and advice implications.

Learning Objectives:

  1. Help clients understand their options for establishing a business entity or reporting self-employment income, and help determine which to select and when to switch.
  2. Help clients understand their personal tax obligations as a self-employed individual or business owner, for reporting, payments and filings.
  3. Help clients understand tax benefits and deductions available under the TCJA for self-employed individuals and business owners, and how to take advantage of them.

Attendees

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2021-01-12 09:00:00 2021-01-12 10:15:00 America/Detroit FPA Central Ohio presents Making the Jump A Planner's Toolkit for Advising Clients on Self-Employment Making the Jump: A Planner's Toolkit for Advising Clients on Self-Employment presented by  Kevin R. Clark CFP®, CIMA EA & Michael P. Duffy Making The Jump A Planner's Toolkit For Advising Clients - recording Making The Jump A Planner's Toolkit For Advising Clients On Self Employment - slides In the midst of the pandemic, a shift to self-employment and side hustles is underway. Clients are looking for ways to generate more income, save more money, and have more work-life balance. This presentation will provide practical tools and information for planners to counsel clients looking to make the jump to self-employment, including a discussion of the opportunities, challenges and tax and advice implications. Learning Objectives: Help clients understand their options for establishing a business entity or reporting self-employment income, and help determine which to select and when to switch. Help clients understand their personal tax obligations as a self-employed individual or business owner, for reporting, payments and filings. Help clients understand tax benefits and deductions available under the TCJA for self-employed individuals and business owners, and how to take advantage of them. Attendees via Zoom