Students will learn strategies and techniques that may reduce or eliminate certain tax liabilities. Have you ever wondered what strategies you could use that some of the richest Americans have used for decades? Many of the strategies discussed include:
- Last minute end of year tax savings ideas
- How to reduce and eliminate Taxes on Retirement Account Distributions
- How to reduce and eliminate Capital Gains Taxes
- Take Required Minimum Distributions in the most tax-advantaged way
- Avoid Inheritance Tax-Traps with IRA’s, 401k’s, and other Retirement Accounts
- How to pass assets generationally, while minimizing Taxes and providing Asset Protection
- Learn some of the most Tax-favored ways to give money to charity and heirs
- How wealthy Americans have passed assets generationally TAX-FREE, even before ROTH IRA’s were created
- How to read a basic tax return for better outcomes.
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