View our Virtual Event with Tommy Wright, Partner Tax Services at RSM Private Client Services. Tommy outlines individual and business owner opportunities that have arisen from the CARES Act.
1. CARES Act Key Business Provisions
2. Loan Programs to Improve Cash Flow
3. Tax Credits, Payments and Filing Extensions
View our Virtual Event with PagnatoKarp’s Oleg Ikhelson, Director of Tax Services, and Amanda Plonski, Director of Wealth Strategy. Together, they provide a real-time update on important tax law changes, tax filing deadlines, and opportunities to help reduce income, estate, and gift taxes.
1. Key Tax Provisions from the Coronavirus Stimulus Program
2. Ways to Maximize Charitable Giving Under the CARES Act
3. Tax-Saving Strategies for Retirement Accounts and Wealth Transfer
Listen to our Virtual Event with Dr. Miles Varn, CEO at PinnacleCare, to gain transparency on the path forward during the COVID-19 pandemic. It remains vital to learn the facts about the virus, our nation’s healthcare system, and personal strategies that can positively impact the health and wellbeing of your family and the community.
Financial literacy was a big topic at this year's Barron's Team Summit, where Paul Pagnato was a panelist for "Improving Financial Proficiency in the Next Generation of Leaders and Advisors". Moderating the lively topic was Joe Lanza, Director Financial Education for Barron's Group. Along with Pagnato, the co-panelists were Lisa Detanna from Raymond James and Tommy McBride from Merrill Lynch Wealth Management.
Paul Pagnato Prepares Students for Unprecedented Change with Transparency Wave Presentation. Author of a new book, Transparency Wave, Paul encouraged University of Georgia students to prepare for a decade of unprecedented change. The amount of change and the speed of change we will see in the coming years is unlike anything we’ve seen before. The next 10 years will bring more change than the previous 100 years combined.
Podcast: Defining Transparency Episode 2 - On this week’s episode of Defining Transparency, Paul Pagnato talks with Labelbox General Counsel and Singularity University faculty member Nathana Sharma about how she uses transparency in the artificial intelligence and blockchain industries.
Podcast: Defining Transparency Episode 1 - Join host Paul Pagnato each week as he defines transparency and unlocks the secrets to navigating the Transparency Wave®. Paul interviews successful business leaders to explore the definition of transparency and to provide tools to help grow exponentially — in business and life. Prepare for a future of abundance by embracing transparency now.
Paul Pagnato joined Mindy Diamond, President and CEO of Diamond Consultants, on their Independence Podcast to talk about the power of TRANSPARENCY as a propellant for growth. "A unique journey, from NASA scientist to wealth advisor to entrepreneur, led Paul down an exceptional path of evolution and growth. It’s a story driven by an intense level of passion to serve clients free of conflict and with complete transparency—one that all advisors can learn from," said Mindy Diamond.
At the annual shareholder meeting for CEO Founder Warren Buffet, third wealthiest person in the world, the most significant takeaway was Warren’s dialogue on TIME. “When you have more money than you can ever spend, the only thing you wish for is more time,” Buffett said. This same sentiment was echoed in the box-office smash, Avengers Endgame, as one character said, “No amount of money ever bought a second of time.”
A CEO's big responsibility is to steer their company into the future. To do so effectively means understanding the tremendous impact disruptive innovations are making and how that affects the path to take. This Audio Play articulates the "Top 5 Disruptive Innovations" offering keys to growth. Guest Speaker, Cathie Wood, is CEO/CIO at ARK Invest and was named a 2018 Bloomberg 50. Hear how disruptive innovations in robotics, artificial intelligence, genomics, autonomous vehicles, energy, blockchain and more are providing investors with growth opportunities in the public markets.
Watch “Transparency Wave” presented by Paul Pagnato at the 2019 Exponential Finance Summit. The event was hosted by Singularity University in Cape Town, South Africa, May 29-30, 2019. Singularity University's mission is to educate, inspire and empower leaders to apply exponential technologies to address humanity's grand challenges. Summit speakers included some of the world’s foremost innovators, entrepreneurs, CEO Founders and leaders in exponential technologies, fintech, asset and risk management, funding and financial services. Watch the Event Highlights HERE.
Paul Pagnato joins the podcast 15 Minutes to Freedom with Ryan Niddel, to discuss the economic future of this country and to educate the next generation on new opportunities. Paul digs deep into transparency in the corporate world and how it aims to lead an economic boom in this country. On this lively podcast, his fascinating time as a Microbiologist with NASA is also explored.
"Blockchain & Digital Assets: Unraveling The Value" presented by Paul Pagnato and Nathana Sharma, General Counsel at LabelBox. Three takeaways for CEO Founders: 1. Fundamental understanding of blockchain, digital assets, and cryptocurrencies; 2. Global problems that are being solved; 3. Why this will change the world’s banking system.
George Mason University (GMU) School of Business engaged PagnatoKarp to host a four-part Wealth Management Series covering Financial Planning, Portfolio Construction, Estate Planning, Family Office, Transparency Wave and the Future of Wealth Management. PagnatoKarp educators include Paul Pagnato, Amanda Plonski, Stephen Berardi and Wayne Zell.
"The Future of Outsourced Family Offices" presented by Paul Pagnato at the 2019 Forbes/SHOOK Top Advisor Summit. Forbes and SHOOK Research hosted the third annual gathering of the world’s top preeminent wealth advisors and industry leaders. This exclusive forum—convening a group that represented nearly $1 trillion of assets under management—provided the industry’s highest-level insights tailored for America’s most elite advisors.
“The Internet and Greater Social Impact” presented by Paul Pagnato at Our People-Centered Digital Future, hosted by Constellation Research. This historic event attracted key Internet and technology pioneers, the People-Centered Internet coalition, and the next generation of positive change agents. With 50% of the world connected to the Internet, this marks an important moment for examining the “unfinished work” of the Internet and discussing community norms, human rights and social contracts required in this exponential digital era.
Florida Atlantic University (FAU) engaged PagnatoKarp to host a three-part Wealth Management Series through their Financial Analyst Program (FAP) and the FAU College of Business. The educational series was led by Paul Pagnato with educators from PagnatoKarp, TrueFiduciary® Institute, Singularity University and the Inc. CEO Project.
“Longevity and Financial Well-Being” presented by Paul Pagnato at the University of Virginia’s McIntire School of Commerce through the Center for Investors and Financial Markets (CIFM). The presentation was part of a series that explores timely and relevant financial topics that complement the robust curriculum at McIntire.
"Effective Wealth Transfer Strategies" presented by Jennifer Wappaus, CFP®, at the Inside ETFs conference. Joined by industry insiders, the panel discussed changing times and solutions for clients to transition their accounts from cash-and-draw-down mode to post-inheritance planning.
"Portfolio Construction: Putting Digital Asset Strategies To Work" presented by Paul Pagnato at the premier Digital Asset Strategy Summit. The summit focused on addressing the opportunities and challenges of today’s market and presented a variety of innovative disciplines and portfolio construction ideas designed for today’s forward thinking money managers.
"Leadership through Fiduciary" presented by Paul Pagnato at NAPFA’s 2018 National Fall Conference. The program was hosted by Knut Rostad, President of the Institute for the Fiduciary Standard, and highlighted strategies for fiduciary, fee-only advisors to leverage work ethic, culture and practices to frame their value proposition and stand apart. The session demonstrated how to lead in an era of new challenges posed by market forces, service offerings, and investor demands.
"Alternative Investments" presented by Paul Pagnato at the 9th Annual Inside Alternatives and Asset Allocation Conference in Las Vegas. The topic addressed alternative investment opportunities that provide differentiated sources of income and returns.
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