by Jessica Gillette | Jul 6, 2023
Tax Law Changes That Will Impact You When the Tax Cuts & Jobs Acts of 2017 “Sunsets” (Webinar)
Tuesday, October 17, 2023 | 12:00PM – 1:30PM
High-net-worth business owners and investors may be surprised at upcoming tax law changes that will be effective 1/1/2026. More importantly, what can you do today to take advantage of these disappearing tax benefits passed by the Trump Administration in 2018?
Topics covered:
– The Estate Tax Exemption that will be reduced from $12.9 ml. per person to ~$6.0 ml. per person. Tax rates on the excess are a Flat 40%
– How to use these lifetime or death time exemptions now before they disappear
– Why partial transfers to family, a trust, or other entities will not be of benefit and lost if not claimed by 1/1/2026
– How (happily) married couples can give away assets yet still have access to the income and principal
– The likelihood that Congress extends these tax credits?
– Increased Income tax changes scheduled; up to 39.6%
– The loss of the 20% Qualified Business Income deduction for owners of Pass-Through Entities such as LLC and S Corporations
– Secure Act 2.0 changes impacting retirees, savers, and business owners
Join Parker and Donald Hannahs, CFP®, of Oceanside Financial Strategies, along with Brad Bailey, CPA, of Cornerstone Valuation.
This workshop is recommended for all business owners.
SCHEDULE
Tuesday, October 17, 2023
12:00PM – 1:30PM
LOCATION
Virtual – Zoom
Attendees will be sent a Zoom link the day before the webinar
COST
Members $20
Non-members $35
CANCELLATION POLICY
Please note that a reservation constitutes a financial commitment unless cancellations are made 48 hours in advance. Substitutions are welcome at any time if the originally registered individual(s) can no longer attend.
Questions?
Contact Jamie Carrow
Donald S. Hannahs and Parker S. Hannahs are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Oceanside Financial Strategies is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. Cornerstone and Brad Bailey are not affiliated with Oceanside Financial Strategies or Lincoln Financial Advisors. CRN-5819507-071923
by Jessica Gillette | Mar 1, 2023
FEDERAL CONSTRUCTION CONTRACTORS & CERTIFIED PAYROLL COMPLIANCE – LUNCH & LEARN
Wednesday, April 19, 2023 | 11:30AM-1:30PM
Federal Contractors are often left uncertain about the requirements of prevailing wage laws and failure to comply with the requirements can have consequences for their companies.
More times than not, this is simply due to a lack of training and/or being properly informed on Davis Bacon rules and regulations. For many, meeting the reporting requirements associated with the Davis Bacon Act can be overwhelming because they aren’t sure what forms are required or the Compliance Officer is asking for a document that may be unfamiliar, such as a Fringe Benefit Statement or Deduction Authorization Form.
This lunch and learn session will cover important Davis-Bacon compliance issues, including proper calculation of wages and fringes, impact of paid sick leave rules (EO 13706) and how to properly complete and submit the required forms, including the certified payroll report. Attendees will be provided guidance on how to address additional classification needs, when to submit documents, how to decipher a wage determination and misclassification of employees and independent contractors. They will also learn best practices on how to verify accuracy of subcontractor certified payrolls to ensure your company is compliant.
SPEAKERS
Ashley Greene, HR Manager, Comfort Systems of Virginia, Inc.
Ashley is a Human Resource Manager with over 15 years of experience in the Construction industry. She has notable experience in performance management, staffing, federal and state law compliance, employment contract negotiations, employee benefits, compensation and payroll, and training and development.
David Sullivan, Partner, Kaleo Legal
David specializes in labor and employment law. He regularly advises employers on wage and hour compliance, employee leave and accommodation issues, discipline and discharge matters, compliance requirements for government contractors, and workplace policies and procedures. David represents his employer clients before federal and state courts and administrative agencies.
LOCATION
Comfort Systems of Virginia, Inc. – Training Facility
824 Curtis Saunders Court, Suite 104, Chesapeake, VA 23321
COST
Member: $67
Non-Member: $97
Lunch provided
SUBSTITUTIONS/CANCELLATION POLICY
Substitutions are welcome at any time if the originally registered individual(s) can no longer attend. Cancellations must be made within 48 hours of the class.
Questions?
Contact Jamie Carrow
by Jessica Gillette | Feb 16, 2023
CONSTRUCTION LAW SURVIVAL SEMINAR
Thursday, June 15, 2023 | 9:00AM – 4:30PM
Our Construction Law Survival Seminar is back, as requested after our last successful session! Join Jim Fullerton for a full-day discussion on what you need to know about construction law as a professional in the construction industry.
TOPICS COVERED:
Mechanic’s Liens
– Time Limits, Notices and Claims to Preserve
Mechanic’s Lien Rights in Virginia, Maryland, Pennsylvania and D.C.
Public and Private Payment Bond Rights
– Federal Miller Act and State Little Miller Acts in Virginia, Maryland, Pennsylvania and D.C.
– Private Payment Bond Rights
Lien & Bond Progress Payment Waivers
– Review and revising waivers in contracts and progress payment waivers
– Lien Waivers, Bond Right Waivers, & Claims Waivers
Construction Contracts
– Contract Terms to put in your Proposals
– Reviewing and Revising Contracts you receive
– Conduit, Pay when Paid Clauses and Claims Procedures
Each Construction Law Survival Seminar participant will receive continental breakfast, lunch, refreshments and the newest edition of the 700 page Construction Law Survival Manual. Seminar starts at 9:00 am. Check-in starts at 8:30 am.
SPEAKER
James D. Fullerton, President, Fullerton & Knowles, P.C.
Mr. Fullerton is a Martindale Hubbell Peer Rated Lawyer Preeminent. Jim represents owners, lenders, design professionals, suppliers, subcontractors, general contractors and other members of the real estate and construction industries region-wide. He advises on all real estate and construction law issues; public procurement and bidding, contract formation and disputes; defects in labor and materials; design defects in plans and specifications; inefficiency, impact and delay claims; mechanic’s lien and bond rights; litigation, arbitration and mediation in public and private projects; joint ventures, mentor protegee agreements and other arrangements for minority and disadvantaged business enterprises; bank and lender representation; commercial transactions and loan closings; sales contracts and leases.
Mr. Fullerton is also a master brick mason, a licensed real estate broker and the owner of Summit Real Estate. He is Counsel to Board of Directors, Virginia Precast Concrete Association; and is Counsel to Board of Directors, Central Atlantic Precast Concrete Association. He graduated from the University of Colorado and the University of Virginia School of Law.
LOCATION
ABC-VA Central VA Training Facility
1600 E Parham Road, Richmond, VA 23228
COST
Member – $100 | Non-Member – $100
SUBSTITUTION/CANCELLATION POLICY
Substitutions are welcome at any time if the originally registered individual can no longer attend. Please note that a reservation constitutes a financial commitment unless cancellations are made 48 hours in advance.
Questions?
Contact Kate Bossard
by Jessica Gillette | Feb 14, 2023
CHANGE ORDERS, DELAYS AND CLAIMS
Wednesday, April 12, 2023 | 2:00PM-5:00PM
Jointly sponsored by Fullerton & Knowles, P.C., and Associated Builders and Contractors
– Understand “Conduit” or “Pass Through” Provisions
– Pay when Paid Clauses and Claims Procedures
– How to protect yourself from delay and liquidated damage claims
– How to receive additional compensation for delay, design defects or changes on a project.
– What is the effect of a “No Damage for Delay” clause? What are “Implied Duties?”
Each participant will receive refreshments and the newest edition of the 700 page Construction Law Survival Manual.
LOCATION
ABC-VA Northern Virginia Training Facility
42680 Trade West Drive, Dulles, VA 20166
COST
Members and Non-Members: $100
SUBSTITUTION/CANCELLATION POLICY
Substitutions are welcome at any time if the originally registered individual can no longer attend. Please note that a reservation constitutes a financial commitment unless cancellations are made 48 hours in advance.
Questions?
Contact Amy Faris
by Jessica Gillette | Jan 30, 2023
CONSTRUCTION LAW SURVIVAL SEMINAR
Wednesday, March 15, 2023 | 9:00AM – 4:30PM
Our Construction Law Survival Seminar is back, as requested after our last successful session! Join Jim Fullerton for a full-day discussion on what you need to know about construction law as a professional in the construction industry.
TOPICS COVERED:
Mechanic’s Liens
– Time Limits, Notices and Claims to Preserve
Mechanic’s Lien Rights in Virginia, Maryland, Pennsylvania and D.C.
Public and Private Payment Bond Rights
– Federal Miller Act and State Little Miller Acts in Virginia, Maryland, Pennsylvania and D.C.
– Private Payment Bond Rights
Lien & Bond Progress Payment Waivers
– Review and revising waivers in contracts and progress payment waivers
– Lien Waivers, Bond Right Waivers, & Claims Waivers
Construction Contracts
– Contract Terms to put in your Proposals
– Reviewing and Revising Contracts you receive
– Conduit, Pay when Paid Clauses and Claims Procedures
Each Construction Law Survival Seminar participant will receive continental breakfast, lunch, refreshments and the newest edition of the 700 page Construction Law Survival Manual. Seminar starts at 9:00 am. Check-in starts at 8:30 am.
SPEAKER
James D. Fullerton, President, Fullerton & Knowles, P.C.
Mr. Fullerton is a Martindale Hubbell Peer Rated Lawyer Preeminent. Jim represents owners, lenders, design professionals, suppliers, subcontractors, general contractors and other members of the real estate and construction industries region-wide. He advises on all real estate and construction law issues; public procurement and bidding, contract formation and disputes; defects in labor and materials; design defects in plans and specifications; inefficiency, impact and delay claims; mechanic’s lien and bond rights; litigation, arbitration and mediation in public and private projects; joint ventures, mentor protegee agreements and other arrangements for minority and disadvantaged business enterprises; bank and lender representation; commercial transactions and loan closings; sales contracts and leases.
Mr. Fullerton is also a master brick mason, a licensed real estate broker and the owner of Summit Real Estate. He is Counsel to Board of Directors, Virginia Precast Concrete Association; and is Counsel to Board of Directors, Central Atlantic Precast Concrete Association. He graduated from the University of Colorado and the University of Virginia School of Law.
LOCATION
ABC-VA Northern VA Training Facility
42680 Trade West Drive, Dulles, VA 20166
COST
Member – $100
Non-Member – $100
SUBSTITUTION/CANCELLATION POLICY
Substitutions are welcome at any time if the originally registered individual can no longer attend. Please note that a reservation constitutes a financial commitment unless cancellations are made 48 hours in advance.
Questions?
Contact Amy Faris
