Presented by Joe Rosenberg, MBA, MA, CFA, CDFA. Having assets with varying tax status poses complications for marital property division. Assets such as cash, vehicles and household items that won’t be sold, plus Roth IRAs, will not be taxed in the future. However, most traditional IRA and 401K retirement account assets will eventually pay at [...]
Join the Howard County Collaborative Professionals for our Spring Happy Hour! See details in our flyer here - HCCP.Spring Happy Hour Flier 2020
Presented by Cynthia M. Lifson. HCCP Member Cynthia Lifson provides us an annual in-depth review of the session’s accomplishments and defeats, and how those changes will affect our clients. She graduated from Smith College, majoring in government, and from the Johns Hopkins School of Advanced International Studies with a Master’s Degree in international relations. Prior [...]
Collaborative Practice Training Institute (CPTI) Getting to the Heart of the Matter www.collaborativepracticetraining.com This training meets the IACP standards for Introductory Interdisciplinary Collaborative Practice Training. Continuing Education Credits pending availability. For more information, questions, or Grievance Procedures, please contact the CPTI Administrator, Morna Moher, at 571-246-7584.
Join us for our kickoff event for the 2020-21 year! During our roundtable, we will share best tips and/or coping methods the have helped our members continue to build our collaborative practices during the maze of COVID. Please plan on sharing your tips with the group! When: Monday, September 21, 2020, 11:45am to 1pm Where: Zoom (invitation to [...]
Our next event is “Technology in the Midst of COVID.” This will be a similar format as our last event. Our own Meg Oliver and Jac Knust will get us started with discussing the various technologies for meeting and practicing remotely. Come prepared to share your own experiences, the good and bad, and any concerns [...]
Presented by Ida S. Reis, CMPS®, Senior Loan Officer, NMLS# 195307 Mortgages & Real Estate: Relying on yesterday’s knowledge of the mortgage industry during these unprecedented times can create unrealistic expectations when making decisions about the marital home or other real estate. The pandemic has had an enormous effect on interest rates, income qualifications and [...]
Joe Rosenberg, MBA, MA, CFA, CDFA; Presents - Accounting For Asset Tax Status In Property Division: Choices And Tradeoffs Having assets with varying tax status poses complications for marital property division. Assets such as cash, vehicles and household items that won’t be sold, plus Roth IRAs, will not be taxed in the future. However, most traditional [...]
Nancy Weller: House Party, free App – Game- Download the free HouseParty App, and sign up, beforehand, and then add the HCCP members as your friends. Then you’ll be all set to join us for an engaging and entertaining group party game, all taking place online. Time and Date: TBD