Recording: Tax Planning for Investors

For investors and taxpayers, 2021 may bring some complexity, opportunities, and questions related to your portfolio and tax returns. Join us for a discussion on tax planning, and learn what you should be considering now so you don’t miss opportunities for the future. Topics include:

• Tax and legislative updates
• Financial planning: an important building block in your estate plan
• Income tax strategies to consider 

Speakers:

• Mike Prinzo, Managing Principal of Tax
• Melissa Labant, Principal
• Brian D’Orazio, Managing Principal of Wealth Advisory, CliftonLarsonAllen Wealth Advisors, LLC  

Recording: CLA's Top Market Trends to Watch in 2021

Presentation slides: CLA's Top Market Trends to Watch in 2021

Markets are notoriously unpredictable, and developing a stable investment plan can be difficult. We’ll discuss current market trends and outline how effective investment and tax planning can help better position you to achieve your goals. 

Speakers

• Jamey Rappis, Principal
• Abby Butz, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
• Clayton Bland, Chief Wealth Advisory Officer, CliftonLarsonAllen Wealth Advisors, LLC
• Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC

Recording: Mid-Year Update — Continuing the Recovery

Presentation Slides: Mid-Year Update — Continuing the Recovery

Join us for this complimentary webinar where we will provide a mid-year market and legislation update. We will also engage with industry professionals for a lively panel discussion on strategies for finding growth in public and private markets. 

Speakers:

• Tara Frazer, Managing Director of Communication and Culture, CLA
• Melissa Labant, Principal, CLA
• Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC
• Gene Munster, Managing Partner and Co-Founder, Loup Ventures
• Kevin Yousif, President, Yousif Capital Management

Recording: What Investors Need to Know about Potential Tax Law Changes

In this webinar you will learn about proposed tax code changes that could have a big effect on investors. With tax policies in flux, we’ll explain what you need to know for your portfolio in 2021 and beyond. We’ll discuss current proposals for estate tax, individual income tax rates, and real estate and Opportunity Zone reforms.

At the end of this session, you will be able to:

• Identify potential tax law changes that could impact your investment portfolio.

Who should attend

This session is designed for individuals interested in market, economic, and tax updates.

Speakers:

• Mike Prinzo, Managing Principal of Tax
• Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC
• Abby Butz, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
• Derek Hicks, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
• Austin Bennett, Principal

Recording: The Need for Alternatives in Today's Market Environment

Presentation slides: The Need for Alternatives in Today's Market Environment

This webinar will provide insights on how investors can effectively navigate the markets despite policy uncertainty. In light of Senate passage of the infrastructure bill (and the anticipated increase in government spending), we will discuss what you should be doing to position your portfolio for the future. Join us for a panel discussion focusing on the infrastructure, real estate, and credit markets.

At the end of this session, you will be able to:

• Describe the market environment we are in today
• Identify alternative investment options to help reach your investing goals

Who should attend

This session is designed for individuals interested in market, economic, and tax updates.

Speakers:

• Clayton Bland, Chief Wealth Advisory Officer, CliftonLarsonAllen Wealth Advisors, LLC
• Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC
• Rebecca Moore, Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
• Carey Heyman, Managing Principal of Industry, CLA
• Chad Sanderson, Senior Principal, The Bascom Group
• Andrew Werner, Vice President, CBRE Global Investors
• Kevin Miller, CEO, Thorofare Capital

The end of the year creates an opportunity for planning, both from a personal and tax and investment perspective. This webinar will discuss tax and wealth advisory strategies for the remainder of 2021 and beyond.

At the end of this session, you will be able to:

• Describe the potential infrastructure changes impacting estate and gift plans
• Identify tax and wealth advisory strategies to incorporate into year-end planning

Who should attend

This session is designed for individuals interested in market, economic, and tax updates.

Speakers:

• Brian McKibban, Principal, CliftonLarsonAllen Wealth Advisors, LLC
• Lori Peterson, Principal, CLA
• Tammy Neel Pessmeg, Principal, CLA
• Bethany Hearn, Principal, CLA

CPE

Recommended CPE: 1 credit, Taxes
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based