Description
This is your opportunity to up your by financial and tax planning game for your clients. You will walk away with actionable strategies and a new framework for how to address individual client situations.
In this session, we will:
* Review tax strategies and tools in the toolbox
* Nail down your clients’ individual situations
* Choose the right tools and explain them to your clients
* Walk through implementation of goals-based tax strategies
* Illustrate how and why it’s important to take credit for what you’ve done to help your clients.
This session will demonstrate application of these various tax strategies using Case Studies.
Learning Objectives
* Explore tax-efficient investing, including capital gain distribution avoidance, tax loss harvesting, tax gain harvesting.
* Identify Charitable strategies, such as appreciated securities, donor advised funds, qualified charitable distributions
* Explain bunching deductions
* Demonstrate the power of retirement plan contributions
* Determine when and how to maximize Roth conversions
* Evaluate when to use a single strategy or combination of strategies when working with clients.