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 which will keep more money in the
hands of your clients and make you look like a hero! Topics Discussed:
Tax-smart strategies for capital-gain assets and fixed-income
investments New 0.9% and 3.8% Medicare taxes Mutual fund tax
strategies Tax-saving ideas for self-employed clients – including ways
to reduce self-employment 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 Understanding the tax implications
of personal residence short sales and foreclosures Employer stock
options: tax planning moves