DESCRIPTION

This module explores core tax planning strategies designed to reduce current-year tax liability and enhance after-tax outcomes for individual clients. Participants will examine techniques such as maximizing HSAs, leveraging tax credits, timing income and deductions, and evaluating filing status and dependent eligibility. The course emphasizes proactive, year-round tax planning approaches, including income shifting within IRS guidelines. Key concepts are reinforced through discussions and practical exercises to support real-world application.

LEARNING OBJECTIVES

  • Analyze tax planning strategies for individuals and brainstorm ideas to utilize with clients
  • Evaluate retirement and investment portfolio strategies, with an emphasis on Roth-based planning
  • Apply charitable giving strategies, including Qualified Charitable Distributions (QCDs), donor-advised funds, and donation of appreciated assets

Prerequisites

  • 4+ Years Professional Experience

Advanced Preparation

None

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