Ep#2: Advanced Tax Strategies for High-Net-Worth Business Owners 1 Credit
The Tax Advisor’s Technical Toolkit: Monthly Series For Success
Learning mode
Dec 03, 2024 | 04:00 PM
ET
For high-net-worth business owners, navigating the complexities of taxes requires more than just basic knowledge. Advanced tax strategies are essential to optimize wealth preservation and minimize tax liabilities. This entails a comprehensive approach encompassing various sophisticated techniques tailored to their specific financial situations.
Discover how Limited Partnerships (LPs) and Trusts serve as pillars for asset protection and tax efficiency, channeling income and losses to individual partners while unlocking potential tax advantages for strategic estate planning and seamless asset transfer.
Explore the realm of Estate Planning, where strategic maneuvers transcend conventional wills. These maneuvers incorporate sophisticated tools like family limited partnerships (FLPs) and irrevocable life insurance trusts (ILITs) to safeguard assets and minimize tax implications upon inheritance. Unravel the complexities of Business Sales under Section 1202, uncover significant tax benefits tailored for qualified small business stock, and learn to leverage evolving regulations like the Tax Cuts and Jobs Act (TCJA) to your advantage.
This CE Course will unlock the potential of Sale of Partnership Interest (SOP) transactions and strategically harness large deductions/Credits, from charitable contributions to research and development (R&D) credits, to optimize tax efficiency and fortify your financial footing for enduring success.
Major Topics Covered:
Join us as we empower you to proactively manage your tax exposure and optimize your financial position for the long haul. Don’t miss this opportunity to gain invaluable insights and elevate your tax strategy game to new heights.
Valid upto : Dec 31, 2024
Credits
Course Level
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.
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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.
HK
It was a great webinar regarding finding the referrals and also how to minimized taxes when retired. Good points was mentioned.
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