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
Impact of Supreme Court’s rejections of Defense of Marriage Act New
0.9% and 3.8% Medicare taxes Mutual fund tax strategies All about
Roth IRAs – including strategies for self-employed and estate planners
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 State-of-the-art tax planning for
college expenses Employer stock options: tax planning moves