With the Many Recent Tax Law Changes,
Are There Any Substantial Year-End
Tax Planning Opportunities Left?
Undoubtedly, year-end tax planning has become more of a challenge.
However, the good news is, if you’re a financial advisor, CPA or tax attorney, and you know the cutting-edge tax saving strategies still available for 2014, you can be a “hero” to your clients.
You need to learn:
- How to manage year-end income and deductions under the complex tax bracket rules of our new “5-tier” tax system (ordinary income tax, capital gains, PEP & PEASE limitations, AMT, and NIIT)
- The 5 ways to reduce “Net Investment Income” (and the 3.8% NIIT)
- The 7 specific year-end strategies to reduce ordinary income and capital gains taxes
- Overlooked investments that can still generate tax savings, even near year-end
You can find out all of this - - in a simplified format you and your clients can understand - - by joining us and nationally renowned income tax expert, Robert S. Keebler, CPA, MST, AEP (Distinguished), CGMA, for a unique and timely 90-minute presentation entitled, “Special Year-End Tax Planning Opportunities for 2014”.
PLUS, GET THESE 2 FREE BONUS ITEMS!
Robert Keebler has also put together the following two bonus items:
- Modifiable Year-End Tax Planning Letter for Your Clients
- The 75 Best Income Tax Strategies for Financial Professionals to Generate Tax Alpha® Chart