MITCNC Event
Year End Financial Planning Forum: “FinClub” (Book Club-Style)
Dec 23 - Virtual Event

Our first “FinClub” event is an alumni-only interactive forum -- much like a book club.

TOPIC: Year-end financial planning for individuals and business owners

CONTEXT: This is designed to be a “last-call” year-end financial planning event. You will get more out of it if it is not your first. But not to worry, there are plenty of videos on tax-planning 101. Here’s one for MIT professionals, if this is your first tax-planning event

Three ways to participate:

  1. Share your expertise with the group
  2. Pose your questions to the group during open Q&A and/or
  3. Just listen, learn and talk smack on chat. 

1) Got expertise? In your own research, have you learned anything interesting? Share your favorites with the “FinClub”: spend a minute or two, with an optional prepared slide for the group. 

For example, would anyone like to speak about one of these?

  • Opportunity Zones -- is there still time?
  • R&D tax credit
  • Advanced charitable giving tips
  • Roth conversion considerations
  • College savings tips 
  • Last minute advice for real estate investors 
  • Capital gains: 2020 vs 2021 and beyond
  • Solo-401(k) vs SEP
  • Mega back-door Roth contributions
  • What entrepreneurs should know about QSBS
  • Independent contractor vs. S-corp?

If you'd like to reserve a topic and share your notes with the group on any of the above topics, or one of your choosing you can sign-up in advance: jason@ImpactAdvisor.com, or, if we have time, you can just jump in.

2) Got questions that are not answered in the results of an internet search? Ask the FinClub.

3) This FinClub event will not be recorded. There will be no replay.  We may share slides to registrants, so be sure to sign-up even if you can’t make it.

We look forward to your participation (1), (2) and/or (3)!

 

 

MIT Alums:

Please make sure you are a current member of your local club before registering. If you are unsure please ask your club representative or if you would like to join MIT Club of Northern California (Starts at $30+, Free for current full time students), click here.

If you just renewed your membership, the system requires 24-48 hours to update and recognize new members. For events within a day of renewal, please email clubadmin@mitcnc.org to verify membership and receive a direct link to registration.

Event Closed

Date and Time

Wednesday, December 23, 2020
5:00 PM - 6:00 PM PT

Add to Calendar

Location

Virtual Event

Primary Contact

Jason Escamilla

je@alum.mit.edu

Upcoming Events

Find information and tickets of upcoming events at MIT Club of Northern California, like conferences, talks, cycling trips and much much more

Pi(e) Month 2023 with Amici's
MITCNC Event BAY AREA

Pi(e) Month 2023 with Amici's

Wed, Mar 1 11:00 am PT
Amici's East Coast Pizzeria

Info and Registration
Celebrating Women's History Month: Truth Values
Affiliate Event SAN FRANCISCO

Celebrating Women's History Month: Truth Values

Fri, Mar 31 7:30 pm PT
Théâtre Erick Moreau

1201 Ortega Street, San Francisco, CA, 94122

Info and Registration
How Does Fake News Spread? How Can It Be Debunked?
MITCNC Event VIRTUAL EVENT

How Does Fake News Spread? How Can It Be Debunked?

Tue, Apr 11 5:30 pm PT
Forging the future of business with AI
Affiliate Event CAMBRIDGE

Forging the future of business with AI

Thu, Apr 13 6:00 am PT
MIT Samberg Conference Center

50 Memorial Dr, Cambridge, MA, 02142

Info and Registration
Bike Ride: Lake Folsom Ride and Picnic in Sacramento
MITCNC Event BAY AREA

Bike Ride: Lake Folsom Ride and Picnic in Sacramento

Sat, Apr 15 10:00 am PT
Boat Ramp

Fair Oaks, CA, 95628

Info and Registration
Talk Nerdy To Me - April Coffee Social
MITCNC Event BAY AREA

Talk Nerdy To Me - April Coffee Social

Sun, Apr 16 10:00 am PT
Multiple Locations

Info and Registration
Debunking the Myths <br>of Nuclear Fission
MITCNC Event VIRTUAL EVENT

Debunking the Myths
of Nuclear Fission

Wed, Apr 26 5:30 pm PT
Career Development Series - Are you promoting your past or your potential?
MITCNC Event VIRTUAL EVENT

Career Development Series - Are you promoting your past or your potential?

Thu, Apr 27 4:00 pm PT
Leadership during Conflict w/ General David Petraeus & Dr Andrew Lo
Affiliate Event VIRTUAL EVENT

Leadership during Conflict w/ General David Petraeus & Dr Andrew Lo

Mon, May 1 3:00 pm PT
Book Discussion: The Exceptions
MITCNC Event PENINSULA

Book Discussion: The Exceptions

Sun, May 21 11:00 am PT
Angelicas

863 Main St, Redwood City, CA, 94063

Info and Registration

Become a Member

Join the MIT Club of Nothern California today!

Member is open to all MIT graduates.

Join Now!