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Investment Tax Planning Creating Tax Alpha

Type: Audio Webcast
Date: December 04, 2014
Time: 01:00 PM - 02:45 PM ET
Recommended CPE Credit: 2
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The American Taxpayer Relief Act of 2012 (ATRA) and Net Investment Income Tax (NIIT) have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions. The increased value created in an investment portfolio by using tax saving strategies is referred to as "Tax Alpha." In this webcast, a panel of CPA financial planners will discuss strategies, including how to

  • Effectively implement drawdown strategies
  • Efficiently manage charitable gives
  • Implement IRA and Roth IRA strategies
  • Reduce "tax-drag" on investment portfolios

Field of Study:Taxes/Specialized Knowledge & Applications
Level: Intermediate
Prerequisite: Knowledge of investment planning strategies and tax planning.

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Investment Tax Planning Creating Tax Alpha
Individual CPE
Audio Webcast
Product# WBC14218I
Availability: Online Access
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