Make sure your clients are protecting themselves from the onslaught of higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies that will keep more money in the hands of your clients and make you look like a hero!
Tax Benefits for Sales of Capital Gain Assets and Real Property
Planning for Employer Stock Options, Employer Stock Held in Retirement Accounts, and Restricted Stock
Net Investment Income taxes
Mutual fund tax strategies
All about Roth IRAs - including strategies for self-employeds and estate planners
Personal residence transactions - including short sales and foreclosures
Reverse mortgages can save taxes on greatly appreciated residences
Converting personal residences into rentals: tax implications
Tax-saving ideas for self-employed clients - including ways to reduce SE and FICA taxes, strategies for husband-wife businesses, depreciation breaks and lots more
Tax angles for vacation homes, timeshares, and co-ownership arrangements
Divorcing clients - tax angles are critically important
State-of-the-art tax planning for college expenses
When you complete this course you will be able to:
Increase client wealth by focusing on tax-saving opportunities not considered in the past.
Implement tax-planning moves in light of new and recent tax developments.
Protect your client from tax pitfalls.
Anticipate possible tax legislation and position your clients for financial success.