Financial Planning Tips and Stratagies

We will discuss how today’s conditions may impact your CPA clients’ financial and tax situations now and in the future. This session will highlight practical strategies and planning opportunities that CPAs can use to better serve clients in an evolving market environment. Topics will include alternatives to the traditional 4% withdrawal rule, strategies and tax benefits related to replacing the 40% bond allocation in a 60/40 portfolio, and why CPAs should be helping clients understand the tax consequences of mutual funds. We’ll also discuss key considerations for Roth conversions, potential future impacts of IRMAA and RMDs, and why more business owners are turning to Securities Backed Lines of Credit. 

Jon O'Neil

Jon O’Neil, CPA, brings over thirty years of expertise in taxation, specializing in aligning his clients’ personal goals with strategic tax planning to maximize after-tax income and foster generational wealth. Jon is deeply committed to his clients’ financial success, believing that everyone deserves a financially stable life.