tax – Occidental

March 11, 2022HST

What You Need to Know About PTE 84-24 to Sell Qualified Annuities

Presented by: Michael Sato, March 10, 2022 at 9:30 am

As of February 1, 2022, insurance agents selling products with qualified funds need to comply with PTE 84-24. To protect yourself and to be compliant, Mike Sato, Brokerage Manager provides digestible information related to these changes.

Please feel free to call or email Michael Sato at msato@askoxy.com if you have any questions on the subject or any potential case you may have.

PowerPoint Slides

PTE 84-24 Form

February 15, 2022HST

Tax Updates & Tips for Review in 2022

Presented: By N&K CPAs, February 15 at 9:30 am

N&K CPAs provides service to clients ranging from small to large commercial businesses, non-profit organizations, government entities, and individuals. They were founded in 1973, now with five major divisions in the firm: Assurance Services, Tax Services, Management Consulting, Information Technology, and Administrative Services.

January 7, 2022HST

N&K CPAs: Taxes (Webinar)

N&K CPAs is presenting tax updates & tips for reviewing clients’ tax information for 2022. N&K CPAs was founded in 1973, now with five major divisions in the firm: Assurance Services, Tax Services, Management Consulting, Information Technology, and Administrative Services. They provide service to clients ranging from small to large commercial businesses, non-profit organizations, government entities, and individuals.

Webinar will be presented through Microsoft Teams. No registration is required.

Join here (no registration required)