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Wednesday, July 24  |  10:25 a.m. - 12:05 p.m.  |  Concurrent Session

Tax Planning Masterclass

2 CPE for CFP®, CPA        

This masterclass allows you to revolutionize how you (and your clients) approach taxes. We dive deep into practical tax strategies, using relatable case studies to show the impact of decisions in investments, retirement, real estate and business. 

Objectives
Upon completion of this session, you will be able to:

  • Understand why tax planning is much more valuable to your clients and your practice than simple tax preparation  

  • Determine when and why marginal tax rate is more important than a tax bracket  

  • Master a four-step process of tax planning for clients  

  • Quickly identify tax planning opportunities after reviewing a personal tax return 

CPE information
Duration: 100 minutes
Course level: Advanced
Prerequisite: Firm knowledge of federal income taxation
Advanced preparation: None
Delivery method: Group Live

Executive Officer & Co-Founder of Integrated Financial Group

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