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Instructor
Jonathan Ingber
Instructor
Make sure your clients are protecting themselves from 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 ensure your place as trusted advisor.
* Recall how to increase client wealth by focusing on tax-saving opportunities.
* Apply tax-planning moves in light of new and recent tax developments.
* Recognize ways to protect your client from tax pitfalls.
* Recall anticipated possible tax legislation and determine how to position your clients for financial success.
* Tax-smart strategies for capital-gain assets and fixed-income investments
* 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 deductions, 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
7887 E Belleview Ave suite 200, Englewood, Denver County, Colorado 80111-6016
Get DirectionsBasic knowledge of individual income taxation