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ACap Asset Management
Protecting Your Financial Health
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Fee-Only Financial Planning and Investment Services
For health care professionals, business owners, and individuals
Get a pulse on your financial position

Webinars

Stream all of our previous webinars below.

Do you qualify for the new 20% tax deduction?

Do you qualify for the new 20% tax deduction? Join ACap for our latest Business Tax webinar, where Ara Oghoorian, CFA, CFP®, CPA will go over a comprehensive overview on how to understand, calculate, and apply the new 20% Qualified Business Income Deduction. Find out how to calculate the new 20% Tax Deduction, determine whether or not your business is eligible for the new deduction, learn the income limitation and phase outs for the new deduction, and discover how different types of businesses can benefit from the new tax law.

Understanding Cash Balance Plans

Cash Balance plans are a way to save more for retirement, reduce your taxes, and accelerate your savings during your high income earning years. They have more flexibility than a traditional pension plan, but allow for similarly high contributions year over year and are usually paired with existing 401(k)/profit sharing plan. In this webinar, ACap’s Matt Crisafulli is joined by Kevin Palm of Kravitz, Inc., An Ascensus Company to discuss the basics behind Cash Balance Plans.

Group Health Insurance for Small Businesses

As your business grows, it’s important to consider what employee-benefits you can and should offer. In this free financial webinar, we are joined by Amy Evans of Colibri Insurance Services to discuss the best strategies for group health insurance coverage for small businesses.

Understanding Property Insurance

Are you properly insured? With the recent fires, mudslides, earthquakes, and hurricanes affecting the nation, it may be time to revisit your coverage options and see what you can do to be better protected.

Join ACap for a free financial webinar, where we will be joined by Jon Gardner of JSG Insurance Services, to discuss how to properly protect yourself using Property & Casualty Insurance and what to look for in your coverage.

The $1.5 Trillion Tax Law

How will the new tax law affect you? Congress passed and the President signed the biggest tax legislation since the 1986 Reagan Tax cuts. If you want to know the specifics behind this monumental tax law and how it will impact you, join us for a webinar where we will go through some of the major provisions that impact most taxpayers, especially in high income tax and real estate costs states like California.

Backdoor Roth IRAs

Do you want contribute to a Roth IRA, but your income is too high?  Learn how to enter the Roth IRA through the backdoor. The Roth IRA is the best thing to come out of Washington in a long time. It’s a great investment because your account grows tax-free, is not subject to RMDs, and you can withdraw your contributions at anytime without tax or penalties.


ACap Asset Management, Inc. is a “Fee-Only” investment management firm headquartered in Los Angeles, CA specializing in helping doctors and healthcare professionals make sound financial decisions. 

Contact ACap Asset Management at info@acapam.com or 818-272-8511.

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