Walk away with 49 practical and up-to-date strategies to help your
individual clients conserve cash by cutting taxes. This course lays out
the ideas for you in a logical sequence so you can quickly identify the
tax-saving moves that are most appropriate for your clients’ specific
circumstances.
Learning Objectives
Respond
to tax-law and economic developments with up-to-date strategies that
save taxes for individual clients
Suggest tax-smart moves that are
appropriate in varying client circumstances
Implement strategies for
investors, retirement savers, homeowners, college savers, employees,
self-employed individuals and seniors
Major Topics
Tax-saving moves that work great in a down economy
Strategies that
respond to a higher-tax environment
Tax-smart ideas for investors and
retirement savers
Strategies for employees and self-employed
individuals
Practical ideas for homeowners, college savers and seniors
The wonderfulness of Roth IRAs
Tax-law changes and developments that
benefit individual taxpayers while avoiding new pitfalls
Course Level
Intermediate
CPE Field of Study
Taxes
8
Prerequisites
Basic knowledge of individual financial planning and taxes
