Ep#6: Tailored Tax Strategies for Individuals 1 Credit
The Tax Advisor’s Technical Toolkit: Monthly Series for Success
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Personalized Tax Planning is a theoretical and practical tool for individuals looking to optimize their financial health and minimize their tax liability.
One effective strategy is utilizing a Health Savings Account (HSA). Contributions to an HSA are tax-deductible, and the funds can grow tax-free. In this CE Course, we will discuss withdrawals for qualified medical expenses that are tax-free, making HSAs a triple tax-advantaged vehicle, and how individuals can reduce their taxable income by contributing the maximum allowable amount to an HSA while saving for future medical costs.
This course will also cover itemized deductions, which present another powerful tax planning tool. While the standard deduction is often simpler, itemizing can lead to greater tax savings for those with significant deductible expenses, such as mortgage interest, medical expenses, and charitable donations. Charitable planning, such as making donations or setting up a donor-advised fund, can provide substantial deductions while supporting causes important to the individual.
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Join this CE course and learn how, by integrating these strategies, individuals can create a comprehensive tax plan that aligns with their financial goals and maximizes their tax efficiency.
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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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JB
Very good tax planning strategies to incorporate into by practice.
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