Skip to main content

2023 Year-End Tax Strategies

ID : 41831   
« back to classes page
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:
  • 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

Class Details

1 Session(s)

KSU Center

Nic Yeomans 



Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
11/7/2023 Tue 09:30 AM - 12:00 PM Kennesaw, KSU Center  Map, Room: 244 Nic Yeomans  ClassRoom