OJM Group Monthly Webinar Webcasts
Join us beginning Wednesday, April 24th, 12:00 AM Eastern.
OJM Group will now release new webinar webcasts each month for you to view at your convenience. Webinars will be released approximately on the 21st of every month - check back for more details!
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For additional information about OJM, including fees and services, send for our disclosure brochure as set forth on Form ADV using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
The information contained herein should not be construed as personalized tax or investment advice. There is no guarantee that the views and opinions expressed in this webinar will come to pass. Information presented herein is subject to change without notice. Some of the content for this webinar is developed by third parties and is provided for informational purposes only. While OJM Group deems such content to be reliable, OJM Group cannot guarantee its accuracy and disclaims any liability for reliance on any third party content.
The New Tax Regime:
Added April 23, 2013
April 15 has passed and taxpayers now know how the recent tax law changes impacted their personal and corporate checkbooks. What factors affected the "Amount You Owe" line item on your 2012 tax return and what action steps can you implement to reduce this number for 2013?
In this free on-demand webcast, OJM Group Director of Tax Planning Carole Foos, CPA will discuss the following questions and suggest strategies to help you ease your tax burden for years to come.
- New Top Bracket... Is That Me?
- Obamacare Surtax? What Happened to my Investment Income?
- Itemized Deductions and Exemptions? There was once more Bang for my Buck!
- Where Do I Go From Here?
* Tax Management of Investments
* Installment Sales
* Tax Exempt Income
Presented by OJM Group's Director of Tax Planning, Carole C. Foos, CPA.
Added March 21, 2013
Why are many physicians considering the sale of their medical practice? During this webcast, OJM Group principal Jason O'Dell will discuss the financial, management and "strength in numbers" issues that affect this critical decision.
- Financial Structure of a Sale: An overview of the various financial terms of a sale -- lump sum, tax structure, future income etc.
- Benefit and Retirement Planning Effects: How will selling your medical practice affect your current benefit and retirement plans?
- Detailed Case Study: A Review
Presented by OJM Group Principal, Jason M. O'Dell MS, CWM.
Is A Red Hot January A Prelude to a Big Year for Equities?
Added February 21, 2013
The S&P 500 posted its best January since 1997 and finished the first month of the year less than 5% off its all-time high set in October, 2007. What does this mean for the rest of 2013? In this 20-minute webinar, OJM Group Investment Manager Andrew Taylor will discuss the following and how this information can help you decipher the current economic environment:
- OJM Wealth Management Outlook for 2013
- Potential Hazards
- Federal Debt Ceiling Update
Presented by OJM Group's Andrew Taylor, CFP®.
The Fiscal Cliff Tax Deal
Added February 6, 2013
As is outlined in our artcile regarding the new Fiscal Cliff deal, there is much bad news for high income earners. The good news is that many of the techniques we normally employ to help physicians reduce taxes are still here and more valuable than ever. At your convenience, please join OJM Director of Tax Planning, Carole C. Foos, CPA, as she discusses the following aspects of this deal:
- Higher Income Tax Rates for 2013 (The Ugly)
- Increased Taxes on Capital Gains and Dividends (The Bad)
- Gift/Estate Taxes and Other Provisions (The Good)
- Important Take-Aways
- Tax-Saving Ideas for 2013
Added December 11, 2012
The election is over. President Obama has won a second term and little has changed in the makeup of the House and Senate, leaving us with essentially the same government we've had for the last two years. Both, the Speaker of the House and the President, have stated they are willing to work together - will they?
With the Fiscal Cliff fast approaching, Carole Foos will examine and discuss what we can expect, and ways to prepare:
- if the current stand-off in Congress continues
- if both sides can come to an agreement
Facing the Fiscal Cliff
Added December 5, 2012
With the election in the rear-view mirror, all we can see ahead of us is the potential Fiscal Cliff. If Congress and the President remain at a stalemate, and we go over the cliff, how will this affect you from a tax, estate, and financial planning perspective?
McBrayer's attorneys Terri R. Stallard and H. Trigg Mitchell, along with OJM Group's Director of Financial Planning, Michael Lewellen, CFP® and Director of Tax Planning, Carole Foos, CPA discuss this question and more in this special webinar presentation.
- How the pending Fiscal Cliff and the Affordable Care Act ("Obamacare") will affect you personally.
- Estate planning for 2013 and beyond.
- The importance of having a comprehensive and multi-disciplinary plan.
Don't Let Your Portfolio Be A Lame Duck
Added November 29, 2012
Now that election day has passed, investors everywhere want to know how the results will affect the markets and their personal portfolio. In this free webinar, OJM Group Investment Managers Kim Renners and Andrew Taylor will address the questions on investors' minds:
- How will the election results impact economic growth and the financial markets?
- Which sectors and industries are likely to be most affected by the results?
- What specific year-end investment strategies should I implement for my portfolio?About the Presenter:
This session will be presented by Kim Renners, MBA, CPA (Inactive) and Andrew Taylor CFP®. Kim is an Investment Manager at OJM Group, with more than thirteen years of experience as a financial analyst in the financial services and investment management industries. Her extensive background in portfolio management, trading, research, and taxation is ideally suited to meet the needs of OJM clients.
Andy is an Investment Manager with 15 years of experience working with affluent individual investors. His career in the financial industry has focused on providing comprehensive, tax-efficient wealth planning strategies for OJM clients.
The Polls and Your Portfolio
Added November 1, 2012
As November approaches, investors are keeping a watchful eye on equity markets and communicating with their advisors to determine their best course of action in response to either election outcome.
In OJM Group's next free webinar, Terry Allman CPC, CRPC®, will examine the correlation between market performance and past election results, while adding insight to these questions:
1. Can the stock market predict the election?
2. Does the stock market prefer a particular political party?
3. What impact do the President and Congress have on the economy?
4. How much power does the Federal Reserve have?About the Presenter:
Terry Allman, CPC, CRPC® is an Investment Manager at OJM Group and author of several articles on wealth management and retirement planning strategies for physicians, business owners and other professionals.
Investing in a Rising Tax Environment
Added August 28, 2012
The stalemate in Washington has continued deep into the calendar year. If Congress does not take action, the Bush tax cuts are set to expire at the conclusion of 2012. The impact of these expiring tax cuts could be substantial. High net worth investors are facing the prospects of a higher tax bill, which appears more likely with the Supreme Court?s ruling to uphold the Affordable Care Act. During the webinar, we will provide an update on the most recent developments, and offer guidance on strategies to consider if investors experience a significant tax increase. Topics to be discussed include:
- The new "Investment Tax" and defining the "Fiscal Cliff."
- Who will be affected?
- Potential impact to the markets and economy.
- What actions you should consider NOW!About the Presenters:
Kim Renners MBA, CPA (Inactive) is an Investment Manager at OJM Group. Kim has over thirteen years of experience as a financial analyst in the financial services and investment management industries. Her extensive background in portfolio management, trading, research, and taxation and is ideally suited to help meet the needs of OJM clients.
Andrew Taylor CFP® is an Investment Manager with 15 years of experience working with affluent individual investors. His career in the financial industry has focused on providing customized investment management, and comprehensive wealth planning in a tax efficient manner for his clients.
Seeking Returns in a Sideways Market
Added May 22, 2012
Twelve years have passed, and the S&P 500 is trading in a range very similar to the levels the benchmark index experienced at turn of the century. Our preference would be to provide assurance that the market will continue its recent ascent from the depth of the financial crisis and confidently state that double digit stock market returns are a probable scenario. The reality is that the combination of a reduction in fiscal spending and global deleveraging could negatively impact economic growth for several years. If we experience a market with little to no growth, how can you make your money continue to work for you?
Join us for an educational and informative webinar where we will review the following:
- A Historical Perspective on Market Movements
- Ideas to Guide You Through the Current Economic Conditions
- Three Investment Strategies for Sideways Markets
This interactive webinar session will be presented by OJM Group's Director of Wealth Management, Kim Renners, MBA, CPA (Inactive) and Portfolio Manager, Andrew Taylor, CFP®.