Watch Now:

Burney Town Hall: Ask Us Anything

 

  • 00:00 - Intro & Agenda
  • 02:27 - About Burney Tax Advisors
  • 03:34 - Q&A
    • 04:55 - Question #1: Wars Impacting Investments
    • 10:34 - Question #2: Finding Tax Information
    • 13:29 - Question #3: BRNY ETF and Taxes
    • 17:35 - Question #4: Annuities
    • 18:58 - Question #5: IRMAA
    • 22:30 - Question #6: IRAs
    • 24:35 - Question #7: Roth Conversions
    • 31:51 - Question #8: Donor-Advised Funds
    • 35:00 - Question #9: Custodians
    • 37:34 - Question #10: BRNY ETF Fees
    • 40:01 - Question #11: Stocks
    • 43:59 - Question #12: Stocks - Cost to Buy/Sell
    • 45:10 - Question #13: Burney's Size & Style Model
    • 52:07 - Question #14: Interest Rates
    • 54:29 - Question #15: Inflation Expectations
    • 55:46 - Question #16: Realized Gains
    • 57:10 - Question #17: Mutual Funds vs. ETFs
    • 57:52 - Question #18: Gold Stocks
  • 59:01 - Next Steps
  • 59:44 - Outlook for US Equities in 2024 Webinar

 

 

During our Burney Town Hall, we answered questions about:

  • Tax planning & preparation
  • Investment planning
  • Financial planning

If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at info@burneywealth.com.

Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.

Burney-Tax-Advisors_Logo_White_v2-1

Have you considered Burney Tax Advisors for this upcoming tax season?

Fill out the form below to set up your introductory meeting with Director of Tax, Rhonda Collins, CPA..

Elevate your tax experience

Learn more about Burney Tax Advisors and how you can navigate the upcoming tax season confidently with strategic tax planning and seamless preparation.

Fill out the form and Director of Tax Rhonda Collins, CPA will reach out to you to set up an introductory call.

 

 
Investment Management

Economic & Market Review: Q2 2024 [Webinar Summary]

Presenters: Andy Pratt, CFA, CAIA, and Adam Newman, CFA, CFP®, MT, RICP®

Learn More >>
Investment Management

The Evolution of Our Asset Allocation Models

Table of Contents:

Learn More >>
Burney Wealth financial advisors offering clients tax planning strategies
Financial Planning

The Ultimate Mid-year Tax Planning Guide for 2024

At the halfway point in the year (June/July), it is important to focus on mid-year tax considerations. While it probably feels like you just filed your 2023 return, setting aside some dedicated time for mid-year tax planning can help you save on your 2024 tax bill and eliminate surprises when it...

Learn More >>
Investment Management

What happened in the stock market?

We update this resource on a regular basis to stay up to date.

Learn More >>
Investment Management

Economic & Market Review: Q1 2024 [Webinar Summary]

Presenters: Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Adam Newman, CFA, CFP®, MT, RICP®

Learn More >>