In 2022, markets have numerous changes to digest: a highly contagious but less severe COVID variant; the highest inflation recorded in several decades; several potential rate hikes from the Federal Reserve; and midterm elections to close out the year.

Join us on Thursday, January 27th at 1:00pm PST for a webinar with Wendy Lin, Vice Present with Goldman Sachs Asset Management's Market Strategy Group. 

During this webinar, we'll review the following questions:

• What areas of opportunity lie ahead for the markets?

• What market risks are important for investors to be aware of in 2022?

• Which market categories are likely to benefit in this year's environment?

• What impact could COVID-19, inflation and rate hikes have on the markets in 2022?

This webinar will consist of a presentation followed by a live Q&A, during which attendees will be able to ask panelists their questions. We encourage participants to submit their questions in advance to webinars@bluepointecapital.com. Webinar details will be sent to those whom confirm their registration.

Join us for our next educational webinar on the Biden Tax Plan with David Lebovitz, Global Market Strategist with JP Morgan Asset Management. Some of the topics we'll cover include:

• What changes are currently being proposed to capital gains tax rates?

• What changes are currently being proposed to income tax rates?

• How could the estate tax be impacted by pending legislation?

• What hidden "tax traps" could be lurking in current legislation?

• How could the Biden Tax Plan impact the market?

This webinar will consist of a presentation followed by a live Q&A, during which attendees will be able to ask panelists their questions. We encourage participants to submit their questions in advance to webinars@bluepointecapital.com. Webinar details will be sent to those whom confirm their registration.

Join us for our next educational Zoom webinar with David Lebovitz from JP Morgan Asset Management. Some of the topics we'll cover include the following:

• What risk does the spread of the delta variant pose to financial markets and the global economic recovery?

• What are the economic outlooks for the US, Europe and Asia given policy makers’ approaches to containment in each region?

• What factors could positively and negatively impact earnings in each region?

• Which thematic risks and opportunities should investors pay extra attention to in the second half of 2021?

This webinar will consist of a presentation followed by a live Q&A, during which attendees will be able to ask panelists their questions. We encourage participants to submit their questions in advance to webinars@bluepointecapital.com. Webinar details will be sent to those whom confirm their registration.

Join us for an educational webinar on commission-free insurance. Some of the topics we'll cover include the following:

• Why commission-free insurance solutions often make more sense for clients of fiduciary advisors

• How the savings from commission-free insurance can provide greater financial benefits for clients

• Top advanced planning insurance strategies that can utilize commission-free insurance policies

• The financial strength of the insurance carriers that offer these products

This webinar will consist of a presentation followed by a live Q&A, during which attendees will be able to ask panelists their questions. We encourage participants to submit their questions in advance to webinars@bluepointecapital.com. Webinar details will be sent to those whom confirm their registration.

2021 will usher in plenty of changes, including new and proposed changes to the tax code.

Join us on Wednesday, March 31st at 2:00pm PST for a webinar with EisnerAmper, Hanson Bridgett LLP and Fort Point Capital Partners.

During this webinar we'll review estate, tax and risk management strategies specific to VCs, along with new changes to existing laws that may be on the horizon.

Some of the questions we'll address include the following:

*What is QSBS and does my carry qualify for the QSBS Fed tax exemption?
*Does the QSBS exemption max out at $10M or are there other estate planning ideas to get a larger exemption?
*Can I gift my carry to my kids?
*What are the newly proposed tax regulations on the treatment of Carried Interest?
*I am receiving a concentrated stock position from a recent exit. What are some wealth protection ideas for me to minimize my downside and retain my upside?
*Do you have any tax efficient diversification ideas involving concentrated stock?
*My net worth is above the lifetime exclusion threshold, what estate planning and insurance strategies can be utilized to minimize my estate tax?
*What are some ways to minimize my CA state taxes?

This webinar will consist of a presentation followed by a live Q&A, during which attendees will be able to ask panelists their questions. We encourage participants to submit their questions in advance to webinars@bluepointecapital.com. Webinar details will be sent to those whom confirm their registration.

Join us on Wednesday, February 3rd at 1:00pm PST for a webinar with Gary Lin, Managing Director at Blackstone.

During this webinar, we'll review the following items:

*What is the current state of the real estate market?
*What new real estate trends are emerging?
*What is likely to happen to office spaces when leases roll off?
*Are there any signs of life in the retail and hospitality sectors?
*What risks and opportunities lie ahead for real estate markets in 2021?

This webinar will consist of a presentation followed by a live Q&A, during which attendees will be able to ask panelists their questions. We encourage participants to submit their questions in advance to info@bluepointecapital.com. Webinar details will be sent to those whom confirm their registration.

Heading into 2021, the markets have numerous changes to digest: the largest global vaccination campaign since the introduction of the Polio vaccine; a shift in the balance of power in Washington D.C.; and new asset allocation themes consistent with renewed optimism regarding a sustained economic recovery.

Join us on Wednesday, January 20th at 2:00pm PST for a webinar with David Lebovitz, Executive Director and Global Market Strategist at JP Morgan Asset Management. 

During this webinar, we'll review the following questions:

• What areas of opportunity lie ahead for the markets?

• What market risks are important for investors to be aware of in 2021?

• Which market categories are likely to benefit from the new US presidential administration's proposed policies?

• What impact could COVID-19 have on the markets in 2021?

This webinar will consist of a presentation followed by a live Q&A, during which attendees will be able to ask panelists their questions. We encourage participants to submit their questions in advance to info@bluepointecapital.com. Webinar details will be sent to those whom confirm their registration.

Did you know that Congress can pass tax legislation in the middle of 2021 and make the changes retroactive to the beginning of the year?

Looking towards a new set of tax policies in 2021, many high net worth investors wonder what changes are likely, unlikely, and most importantly, what planning can be done now to prepare.

Join us on Wednesday, December 2nd at 12:00pm PST for a webinar with Wayne Boos, CPA, managing director of Boos & Associates. Wayne brings 30 years of public accounting experience to the conversation and specializes in planning for publicly held corporations, closely held business owners and high net worth individuals.

During this webinar, we'll review the following questions:

*How could capital gains tax rates be impacted?
*How could the estate tax exemption be impacted?
*How could income tax rates be impacted?
*What planning items should be top of mind for high net worth investors heading forward?

This webinar will consist of a presentation followed by a live Q&A, during which attendees will be able to ask panelists their questions. We encourage participants to submit their questions in advance to info@bluepointecapital.com. Webinar details will be sent to those whom confirm their registration.

In 2020, Special Purpose Acquisition Corporations (SPACs) have become an increasingly popular mechanism for taking private companies public. This year alone, gross proceeds from SPAC transactions have exceeded $63Bln - more than the last ten years combined.

Join us on Thursday, November 19th at 12:00pm PST for a webinar with Nicolas Grabar and Adam Brenneman - Partners, Cleary Gottlieb Steen & Hamilton - and Arjun Divecha - SPAC Sponsor, Kludein Acquisition Corp.

During this webinar, we'll review the following questions:

• What is a SPAC?

• Why have SPAC transactions become so common this year?

• What are some SPAC trends to keep an eye out for heading forward?

• What unique opportunities can SPACs provide?

• How can one invest in SPACs?

This webinar will consist of a presentation followed by a live Q&A, during which attendees will be able to ask panelists their questions. We encourage participants to submit their questions in advance to info@bluepointecapital.com. Webinar details will be sent to those whom confirm their registration.

Post-election, global markets have plenty to focus on: the final outcome of the US presidential election; the coronavirus; guidance from policy makers regarding fiscal and monetary stimulus.

Join us on Thursday, November 5th at 12:00pm PST for a webinar with Maria Li, Vice President with Goldman Sachs Asset Management's market strategy team.

During this webinar, we'll review:

• An updated outlook for financial markets, with consideration given to the current status of the election

• Key highlights from potential administrations’ policy agendas, and how different policy items could impact different financial markets

• Areas of focus for investors heading into 2021 and beyond

We encourage participants to submit their questions in advance. Webinar details will be sent to those whom confirm their registration.

The Qualified Small Business Stock (QSBS) exclusion can be a tax windfall for founders, investors, and VCs whom meet certain qualifications.

A good understanding of existing case law can provide insight into which QSBS strategies may satisfy the IRS's qualifications…and which ones may not.

Join us on October 21st at 12:00 PM PST (for founders and investors) or 5:00pm PST (for VCs) for a webinar with Christopher Karachale, attorney and partner at Hanson Bridgett, LLP. 

During this webinar, we'll review:

• QSBS Basics

• QSBS Special Considerations

• A summary of Case Law and Administrative Guidance on QSBS

• How Special Purpose Acquisition Companies (SPACs) may benefit from QSBS 

We encourage participants to submit their questions in advance. Conference call details will be sent to those who confirm their registration.

With women increasingly taking charge of their wealth, getting the right information from a qualified expert who has “been there” is key. Join us for the BluePointe Women’s Bootcamp 2020 on Thursday September 10th, 2020 from 1 to 5 PM in our office.

Attendees will learn:

• Who you want on your team (and who to stay away from)

• Mistakes to avoid in the process of managing your wealth

• The overlooked aspects of wealth – estate and tax planning – and the difference it can make

Contact connect@bluepointecapital.com to save your spot!

Qualified Small Business Stock (QSBS) often flies under the radar, but it’s a powerful way to gain tax benefits for founders, investors, and VCs who meet certain qualifications.

Don't miss out on this potential opportunity for significant tax relief. Join us on August 26th at 2 PM PST for a webinar with Eric Jackson, a Senior Tax Manager at Realize.

We’ll answer the following questions:

• What are QSBS and Section 1202 and how do they work?

• What are the benefits of utilizing a QSBS strategy for founders, investors and VCs?

• What powerful opportunities for tax relief and capital gains exclusion may potentially be created?

We encourage participants to submit their questions in advance. Conference call details will be sent to those who confirm their registration.

Disclaimer: Content discussed here is for informational purposes only and should not be construed as investment advice or a solicitation to invest. Please review any offering material and assess your risk tolerance before investing. The firm in spotlight and their strategies are for investors that meet certain criteria and may not be suitable for all. Past performance is not indicative of future results. 

With COVID-19, social unrest, and other tragic events that have ensued in the United States, it’s easy to forget that there is an election coming up in a few months.

We welcome Candice Tse, US Head of Market Strategy at Goldman Sachs Asset Management, to discuss the implications of the election on the stock market.

This webinar will cover:

· Goldman Sachs’ baseline outlook

· The likelihood of a recession

· What the results may mean for the path of an economic recovery

· Possible changes in tax and healthcare policies

We encourage participants to submit their questions in advance. Conference call details will be sent to those who confirm their registration.

Time: Aug 12, 2020 02:00 PM in Pacific Time (US and Canada)

With rumors of companies such as Uber potentially going public in 2019, this is big news for investors. In this 30 minute webinar, we’ll go through many of the considerations you should be thinking about, such as:

• Major IPOs expected in 2019

• Risks associated with investing in IPOs

• How to achieve sufficient diversification

• Buying pre-IPO vs. at a later point

• Risks of pre-IPO investing – what you should know before you buy

• Our view of the 2019 macroeconomic climate

Date: Tuesday, April 23rd

Time: 11 AM

Location: Zoom conference line to be announced

Cost: Free

Click here to register!

Listeners will learn:

• Strategies for talking to your kids about money based upon what ultra-wealthy families say and do

• When is the right time to tell your kids how much money your family has

• How to avoid blowing an inheritance

• And more!

Click here to listen to replay.

January is a time when people are looking forward as well as back at the same time. Take a moment to look at how last year went for you. Did you achieve all you wanted to?

Take the January challenge with us. As many New Year’s resolutions have something to do with diet, put yourself on a tax diet. That’s why we are holding a webinar with KPMG and Mosaic to discuss Opportunity Zones.

Qualified Opportunity Zones (QOZs) have attracted significant attention as a potential major source of untapped capital to revitalize underserved communities and as an outlet for investors to preserve capital gains by unlocking substantial tax incentives, while potentially generating additional investment yields.

There are three noteworthy potential tax benefits:

• Deferral of capital gains

• Reduction of capital gains for 5 to 7-year holding periods

• Sale or exchange of a QOF investment without gains generated

To learn more, join us on January 16th at 11:30am PST.  

Click here to listen to replay.