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2023 Year-End Tax Strategies Online Live

ID : 41832   
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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

Special notice: This class will be delivered online. You will need access to a computer with an internet connection that remains stable for the duration of the class. Though a chat feature is available, a microphone is preferred. For most productive audio/video participation, a webcam and/or headset are encouraged. Virtual classes may be recorded.

Class Details

1 Session(s)

NA - Online

Nic Yeomans 



Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
11/7/2023 Tue 09:30 AM - 12:00 PM N/A - Online Nic Yeomans  Online