Nebraska Society of CPAs’ Post

Join CMSUK and Charlotte Fletcher, Hugh James, who will present a webinar which will cover the latest guidance from the Office of the Public Guardian on family payments, detailing how these payments should be calculated, the decision-making process to determine the best interests of the family, and the associated tax implications. Learning Aims: To improve knowledge of family care payments and an understanding of the role of a case manager in this process. What will attendees learn? What the new guidance says about family care payments and how these should be calculated. The role of the case manager in this process The steps that need to be taken by a deputy in calculating these payments. An understanding of the best interest decision making process when considering these payments. How will attendees benefit from the webinar? Increased confidence in dealing with assisting with the calculation of these payments, the guidance that supports these and how this should be applied. To book, please click the link below: https://lnkd.in/eAv37ZEb

Treavor discusses a few thoughts on how to teach kids about money. We would love to hear your thoughts as well! https://wix.to/eKgEgZT

Do you have college-bound children? You'd be surprised by how many financial advisors reach out to CFS because they have college-bound children and don't know what to do to achieve a best outcome for their child and their finances. My colleague Andy Hickman is hosing a webinar tomorrow that my be of interest to you! Even if you don't have a child going to college, this is some of the best Continuing Ed you can get, from a legit expert. You'll know way more than your competition after one webinar! Here are the details:

I see it happen so often and it drives me crazy! If you sign an option grant that says that everything offered in the grant is subject to the Option Plan, but then you don't review (or have your attorney review) the Option Plan, or it doesn't even exist yet, then it's like you're signing a blank check! It also means that whatever you're being offered in the option grant might not be worth the paper that it's printed on because theoretically things can be changed in the Option Plan. There's two ways to avoid this (+ 1 other tip): 1. Read the Option Plan and make sure it offers the same commercial terms. 2. Clearly state in the grant, that the Option Plan can't include any commercial conditions that are substantially worse than those offered to you in the grant (like the exercise period/price, the number of options, etc.). Tip: be sure to also check that there isn't a section that says that if they fire you "for Cause" that you don't get any Options, and if there is, then make sure that the reasons considered as "cause" are very limited. p.s.: actually there's no p.s. - just don't do sign it without doing the above....

ARE YOU GETTING READY FOR A QAFP AND CFP EXAM? If you are please get to know our Program Chair Stephanie Stewart CFP, CLU, CHS, CEA, FMA, TEP. She will help you get prepped to take the exams. Don't miss this opportunity to register. Limited space available. CFP & QAFP June 2024 Exam Preparation Session Date:                  Thursday May 23, 2024 Time:                  10:00 AM – 11:00 AM (1.0 hour) Format:             Virtual Event Speaker:           Stephanie Stewart CFP, CLU, CHS, CEA, FMA, TEP Topic:                 Making your final preparations for your CFP or QAFP exam. Description:   We’ll discuss how to prepare yourself for the exam day and what you need to know so that your exam day will run smoothly such as: ·        Rules for the test environment. (Valid Id, water, scrap paper etc..) ·        Review the exam structure & FP Canada examination blueprint. ·        Body of knowledge ·        Standards of professional responsibility ·        FP Canada resources (Webinar, Study toolkit features) ·        How to use the remaining time for maximum results Cost:                  Members = Attendance is included with your membership. Non-Members $30.00 + Tax I will be there, will you? https://lnkd.in/gGfhfPGT

I was initially intimidated by the "price tag" of a potential LSAT journey. If you are too, check this out: Many different services will attempt to seduce you with the promise of an increased score, in exchange for a one-time, monthly, or even annual subscription fee. I found myself worrying that without significant financial investment in third-party materials, I wouldn't be prepared for the test. Or, rather, those with the financial advantage may be MORE prepared. Not to mention the actual cost of registration for the LSAT, which is between $248-$300 depending on if you opt to view your score early. For me, like many, that was no small sticker shock. I knew that if I wanted to take the January exam, I was going to need to fork over that money. Right? While gazing longingly at the registration page, I saw the link I had previously overlooked. "Apply for a fee waiver" it kindly suggested. I assumed that I wasn't eligible, but I submitted an application anyways, attaching the requested tax paperwork from last year. Within 24 hours, I was approved for a LSAC Tier 1 waiver package, which included a full year of LawHub advantage, loaded with real full-length practice tests and drills. It also included not one, but TWO waived LSAT registrations AND free score previews for both. These resources would have cost me over $700 out of pocket, delaying my journey for up to another year. Instead, I am registering for the January LSAT today. (The deadline? Today!) Don't give up, and don't give in to paid promises. If you are resourceful and determined, self-guided study is as legitimate as any advertised program. Gathering free materials from the library, taking available free practice tests, and utilizing the extensive videos/podcasts online will help you to build your knowledge and skills and prepare for the LSAT. You can do it! To see if you are eligible for a fee waiver, visit this link: https://lnkd.in/ezrmvFs7 #LSAT #LSAC #lawschool #financialaid #notanad

Upcoming CAPTRUST Webinar! Nonqualified Plans and Participant Education As many plan sponsors prepare for their upcoming enrollment seasons, it’s the perfect time to review key practices for participant education. In this live, one-hour webinar, CAPTRUST will explore how financial planning, tax planning, and personalized advice can be integrated into education efforts to maximize the value participants receive from their #NQDC plans.

#ICYMI: E. Martin Davidoff presented at the CPA Academy, "IRS Offers In Compromise: A Case Study - Condensed Version," on Friday, April 19. Topics included keys to navigating IRS financial disclosures for offers in compromise, learning how to compute reasonable collection potential, determining installment agreements, and advising clients on pre-submission planning. Stayed tuned for the next course. #yourworldworthmore #taxcontroversy #IRS

#ICYMI: E. Martin Davidoff presented at the CPA Academy, "IRS Offers In Compromise: A Case Study - Condensed Version," on Friday, April 19. Topics included keys to navigating IRS financial disclosures for offers in compromise, learning how to compute reasonable collection potential, determining installment agreements, and advising clients on pre-submission planning. Stayed tuned for the next course. #yourworldworthmore #taxcontroversy #IRS

#ICYMI: E. Martin Davidoff presented at the CPA Academy, "IRS Offers In Compromise: A Case Study - Condensed Version," on Friday, April 19. Topics included keys to navigating IRS financial disclosures for offers in compromise, learning how to compute reasonable collection potential, determining installment agreements, and advising clients on pre-submission planning. Stayed tuned for the next course. #yourworldworthmore #taxcontroversy #IRS