webinar-entity-types
WEBINAR: Business Entity Types 1080 1080 Bernstein Financial Services

WEBINAR: Business Entity Types

What Type of Entity Should Your Business Be? Webinar Date: Friday, June 25 at 11:00 AM Registration Link: https://bernsteinfinancial.clickmeeting.com/business-entity-types/register In this workshop, we’ll outline important decisions that will help you create a clearer picture of your short-term and long-term goals and assess your own financial health. Send us your questions in advance! Mike will answer…

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Business Owner’s Financial Wellness Survey 1080 1080 Bernstein Financial Services

Business Owner’s Financial Wellness Survey

Podcast: Born To Talk with Marsha Wietecha 1080 1080 Bernstein Financial Services

Podcast: Born To Talk with Marsha Wietecha

Do you have a personal finance plan?  If you do, how often should you revisit it? How about long-term health care insurance? Mike Bernstein answers all of these questions and more with Marsha Wietecha on the #BornToTalk post. Listen Now

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California-Prop 19
Tax & Estate Planning After Proposition 19 in California 540 540 Bernstein Financial Services

Tax & Estate Planning After Proposition 19 in California

On November 3, 2020, California voters approved Proposition 19. Here are the highlights you should know.

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Podcast: Simple Saving Strategies 866 726 Bernstein Financial Services

Podcast: Simple Saving Strategies

Mike Bernstein spoke to Denise Griffitts, host of Your Partner In Success podcast.

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Podcast: Essential Questions for Small Business Owners 1080 1080 Bernstein Financial Services

Podcast: Essential Questions for Small Business Owners

Michael Bernstein spoke to Michael Manahan, a professor of personal finance. Some show highlights include retirement planning and tax advice for small business owners.

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Making the Most of Your IRA: An important charity deduction 1500 1001 Bernstein Financial Services

Making the Most of Your IRA: An important charity deduction

Those of you that are retired, taking minimum distributions and you also give to charity but you don’t itemize, you’re not getting that charity deduction.

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Estimating charity contributions
Estimating Charity Contributions 430 356 Bernstein Financial Services

Estimating Charity Contributions

What I see most of all is the deductions estimated incorrectly. By and large, people undervalue clothes and they overvalue the other goods. So unless you know the exact value of the other goods, be sure to ask your tax professional.

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Podcast: Retirement Planning & More 1080 1080 Bernstein Financial Services

Podcast: Retirement Planning & More

We have four children and we don’t know how much to leave for after we’re gone. What are your thoughts?
How often should I revisit my financial plan?
Do I need a trust or can I draft a will?

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Join Our Newsletter 1920 1080 Bernstein Financial Services

Join Our Newsletter

Join our newsletter to receive monthly tax and financial planning updates,

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