Pre-Tax Wealth Blueprint

Course Description
Course Qualification
Presenter
FAQ

Course Description

Pre-Tax Wealth Creation Blueprint is a tactical strategy for profitable small business owners to realize substantial savings by maximizing income tax deductions, minimizing asset exposure, and maximizing tax deferral growth through precision retirement planning and enhanced employee benefits.

Small business owners with 50 or fewer employees and $500,000 or more in net taxable income are ideal candidates for the Pre-Tax Wealth Creation Blueprint. Business owners in the 40-65 age range can profit the most by fully maximizing their private retirement accounts. Clients can save an average of $150,000 annually using tax savings strategies.

Following are the benefits of the Pre-Tax Wealth Blueprint:

Increase control of cash flow and tax payables
Build up a substantial retirement account faster
Allows for a graceful exit strategy
Attract and retain employees with a lucrative benefits package
Frees up money for other investments

This CE/CPE Tax webinar will help you to create pre-tax wealth for small business owner clients by using a combination of tax savings strategies.

Learning Objectives

To discuss the modern way of designing and structuring Qualified Plans.
To explore how to double your tax savings in year one.
To explain 401(h) - trifecta tax benefit (deduction, deferral, tax-free withdrawal).
To discuss the benefits of the Pre-Tax Wealth Blueprint.

Recommended For

This IRS-registered CE course is recommended for CPA, CFA, CIPM, ChFCA, CASL, ChSNC, RICP, WMCP, FSCP, TEP, CSA, PFS, EA, ERPA, AFSP, CRTP, MRTP, ORTP, CFP, CFIRS, CWS, Accountants, and other taxation Professionals desiring to understand everything about Pre-Tax Wealth Creation.

Who Should Attend?

Bookkeepers & Accountants & Tax Preparers
California Registered Tax Professional
Certified Public Accountant (CPA)
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
Maryland Tax Preparers
Oregon Tax Preparers
Tax Professionals
Young CPA

Course Qualification

Webinar Qualifies For

1 General Credit for Accountant/Bookeeper
1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0921)
1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 PL Credit for Chartered Financial Analyst (CFA)
1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01096-22-O)
1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01096-22-O)
1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CPE Credit for Chartered Financial Consultant (ChFC)
1 CE Credit for Certified Senior Advisor (CSA)
1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01096-22-O)
1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-01106-22-O)
1 CPE Credit for Financial Services Certified Professional (FSCP)
1 CPE Credit for Chartered Advisor in Senior Living (CASL)
1 CPE Credit for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit for Retirement Income Certified Professional (RICP)
1 CPE Credit for Wealth Management Certified Professional (WMCP)
1 PL Credit for Certificate In Investment Performance Measurement (CIPM)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

Group Internet Based
Pre-requisites :

None
Advance Preparation :

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Aleksander Dyo

Speaker, Wealth Excel

For over 17 years, wealth strategist Aleksander Dyo has been on a mission to help profitable small business owners and high-net-worth individuals protect and grow their prosperity. As a serial entrepreneur, venture investor, and advisor, Aleksander brings his real-life experience and a practical rather than a theoretical application of wealth-building techniques to his clients.

He developed the Pre-Tax Wealth Creation Blueprint to help his fellow business owners maximize their savings and protect their assets in order to excel personal wealth while continuing to build a profitable business. Throughout his career, he has helped generate over $40 million in tax savings with an average annual contribution of $380K per client to their private retirement accounts.

In addition to tax savings, Aleksander designs custom-built investment options with a median of $1.3 million account balance per client. His logical and concise exit strategies give business owners the confidence to retire,

knowing that they have accumulated substantially more assets than before.

Aleksander’s expertise in creative tax-savings strategies has made him an in-demand speaker at many prominent industry conferences and financial education seminars across the country. His fluency in English, Russian, and

Korean enables him to work with a more diverse client base. He is known for his straightforward personality, results-driven focus, and out-of-the-box thinking leading to innovative solutions for wealth creation.

About Company

Wealth Excel

www.wealth-excel.com

Wealth Excel is a team of highly specialized financial consultants providing wealth-growth solutions for profitable small business owners and high-net-worth individuals through comprehensive tax-saving strategies, precision retirement planning, and custom-built investment portfolios. Headquartered in Los Angeles, California, the Wealth Excel team has over 30 years of combined experience serving the needs of high-income clientele nationwide.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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