Ep#2: Advanced Tax Strategies for High-Net-Worth Business Owners 1 Credit
The Tax Advisor’s Technical Toolkit: Monthly Series for Success
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Nov 19, 10:00 AM
ET
Are you a high-net-worth business owner looking to optimize your wealth preservation and minimize tax liabilities? Navigating the complexities of taxes requires more than just basic knowledge; advanced tax strategies are essential. This course provides a comprehensive approach, incorporating various sophisticated techniques tailored to your financial situation.
In this course, discover how Family Limited Partnerships (FLPs) are pillars for asset protection and tax efficiency, enabling strategic estate planning and seamless asset transfer. Learn about Charitable Remainder Trusts (CRTs) and how they can provide income, reduce taxes, and support philanthropic goals.
Delve into advanced retirement planning strategies, including Defined Benefit Plans, to maximize tax advantages and secure long-term financial stability. Understand the concept of Fee Simple Ownership and its benefits for property control and tax implications.
Explore the formation and benefits of Captive Insurance Companies for risk management and tax planning. Gain insights into strategic financing methods, such as Charitable Gift Financing and Equipment Lease Financing, to preserve cash flow and enhance tax efficiency. Learn about the advantages of establishing a Charitable LLC and how it differs from traditional charitable structures.
Major Topics Covered:
This CE Course is part 2 of The Tax Advisor’s Technical Toolkit: Monthly Series for Success. It is a comprehensive program designed to equip new or experienced tax advisors with the knowledge and tools to excel in their practice. Presented by award-winning strategist Jackie Meyer, this series covers various topics, from foundational tax principles to advanced planning techniques. By the end of this course, you will have the confidence and expertise to improve client outcomes and take your practice to the next level.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.
Valid upto : Dec 31, 2024
Valid upto : Dec 31, 2024
Credits
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Instructional Method
Pre-requisites
Advance Preparation
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(Soon to be Dr.) Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor from 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.
Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for firms to thrive. Her mission is to improve health, wealth, and relationships for all.
Want quirky humor and occasional bouts of wisdom? Follow her @jackiemeyercpa:
twitter.com/jackiemeyercpa
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DD
Jackie Meyer presented the material clearly and concisely. I understood everything she explained. The hand-outs are great resources. I will definitely use these tax strategies in my business.
FM
As commercial real estate broker, helpful to learn more tax strategies to share with high net worth individuals.
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