Checkpoint Learning

Course Detail

36 Tax Tips for Older and Wealthier Clients  

CATEGORY: Taxation
COURSE ID: CLWHET, VERSION 5.00
(446)
  Online & Mobile
8 CPE Credits

This course covers a variety of tax-saving concepts that are likely to benefit older and wealthier clients, including tax-smart strategies and strategies that are appropriate after changes included in the SECURE Act and the SECURE Act 2.0. You want to make sure your clients maximize their wealth creation and preservation opportunities in the current environment. In this context, income, estate, and gift taxes can be potentially huge expenses, and effective tax planning can deliver huge tax-saving benefits to clients. This course is most appropriate for professionals with intermediate knowledge of federal tax issues affecting older individuals and high net-worth individuals and professionals seeking to expand their knowledge base in these areas.

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