Get Your CFP® Certification in 2022!

Registration is currently open for my Fast Track CFP® Certification Professional Education Program in Mt. Holly, NJ. Classes begin August 25, 2021 and run through January 2022.

This video discuss the potential tax changes for income, estate and FICA (social security/medicare) under the new administration as well as possible legal solutions to deflect part or all of the impact.  The goal was to do this in a non-political way.  While most of these have NOT become law yet, many are likely to be implemented for the 2021 or 2022 tax years and beyond.                                                            

It is longish (38 minutes) but we use fancy-pants slides so hopefully you will not find it boring!   

Health Savings Accounts: How they work and how they can be used by you and your clients

Health Savings Accounts from Brett Danko, LLC on Vimeo.

Happy Holidays!

Comments (1)

  • anon
    Michele Danko

    Should we have this accessible now?

    Jul 15, 2021

I did this video on PPP after the first stimulus package. I figured it would be appropriate to go over it again now that the second package has passed.
#PPP #stimuluspackage

 

What do you do if your child comes home from college because of covid and you get a 529 refund from the school?

The CFP Board has postponed the July 2020 exam administration to September 22-29, 2020 because of Covid-19

July testing appointments currently scheduled will need to be rescheduled to available dates in the new September 2020 testing window (September 22-29). By May 31, 2020, candidates registered for the July 2020 exam will receive an email with instructions on how to schedule testing appointments in September. If September is not an option, candidates will have the option to postpone to November.

Anyone that knows me knows that I am terrible at tech.  When it comes to things like Twitter, blogging, social media, and whatnot, I’m clueless.  With that said, I am going to give it a shot and here’s what I’m going to do.

We are being bombarded with news about covid-19 and the economy and, as important and serious as that news is, we need to take a break from it now and again.  So, I want to focus on the uplifting and positive stories out there, even if it’s just for a few moments during the day; so that’s what I’m going to write about and share.

In Case You Missed It:

The CFP Board of Standards is making it easier for investors to spot financial advisors with a questionable past. The change came a day after The Wall Street Journal reported that the Board was not disclosing the disciplinary history of CFP practitioners on its consumer website LetsMakeAPlan.org.