BIL2
HOW TO BEAT THE IRS LEGALLY:
TAX PLANNING AND STRATEGIES FOR INDIVIDUALS -
SPECIAL CIRCUMSTANCES
How can you retain good clients and create significantly more revenue for your firm? This course focuses on practical, innovative ideas and valuable checklists that you and your clients can put into action today, in connection with college planning, transactions within the family, and setting the table for retirement. This course includes a set of websites that provide financial calculators for various applications.
Major topics include:
- College planning strategies: gifts, Roth, §529, or CESA?
- Planning ideas to reduce taxes with income shifting to children; using a Roth for kids
- Trans-generational IRAs
- The hidden value of loans
- Tax and financial strategies for clients approaching or in retirement
Designed
for: All practitioners involved in tax planning
for individuals and those who want to understand techniques beyond traditional
tax-saving methods.
Level
of knowledge: Intermediate
Field
of study: Taxes
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