CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Tax-Free Retirement - Powerful Strategy of Infinite Banking

4.5 (2508)

Barry Brooksby

Focus Wealth Group

Monday, July 12, 2021 | 01:00 PM EDT

  • AFSP
  • CFP
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00046-19-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0099)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00046-19-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00046-19-O)

1 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 273037)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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This Course is Also Available in Self Study (On-Demand)

Click Here

Additional Dates

Jul 29, 2021 | 02:00 PM EDT Register
Aug 04, 2021 | 02:00 PM EDT Register
Aug 12, 2021 | 01:00 PM EDT Register
Aug 18, 2021 | 02:00 PM EDT Register
Aug 26, 2021 | 01:00 PM EDT Register
Sep 03, 2021 | 02:00 PM EDT Register

Course Description

This webinar is for Accountants, CPAs, Tax Attorneys and Tax Professionals who are looking to help or advise their client in reducing their future tax liabilities through better retirement and financial planning.

Infinite Banking is a powerful investment technique that yields positive results through every stock market crash, real estate bubble, and recession known throughout history. And the best part is, this financial asset can be integrated with nearly every business imaginable. Infinite banking is a powerful investment technique in which an individual becomes his or her own banker by means of a Whole Life Insurance Policy. Under this setup, you would theoretically never borrow money from a bank again. This free CPE Webinar will help you use this powerful tax-free strategy to enhance your client's retirement planning without market risk and also make it tax-free. With the uncertainty of future tax rates, the tax-free Infinite Banking strategy will help you and your clients avoid future pitfalls. Understand secure financial strategy on 4 pillars :

  • Guaranteed returns & growth YOY, irrespective of market conditions.
  • Liquidity of cash.
  • Protection from market losses or protection from third party claims, creditors, lawsuits, and even bankruptcy (in most states)
  • Tax-Free now and retirement, increase your cash flow.

Learning Objectives

  • To recognize what Infinite Banking is and how to use it.
  • To identify various powerful strategies for tax-free planning (Infinite Banking)
  • To identify strategies of coordinating Infinite Banking with current business and real estate assets to make them more valuable.
  • To identify 4 pillar strategy of retirement planning.
  • To recall how to make your money work for you & to discover how to make your assets more valuable and avoid lost opportunity cost, by becoming your own bank

Who Should Attend?

  • Accounting Firm
  • Business Owner
  • California Registered Tax Professional
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Financial Planner
  • Finanical Analyst
  • Licensed Financial Advisor
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • VP Finance
  • Young CPA

Testimonial

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    [no_of_record] => 2508
    [average] => 4.4613
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4.5

(2508)
59%
31%
8%
1%
1%

DS

The presenter was very knowledgeable and answered many of my questions with just the material presented. I would recommend that anyone interested in this subject refer to this webinar and presenter. Also, the moderator of myCPE are awesome. Before starting of the webinar they have explained the necessary requirements which ultimately helped during the webinar.

AJ

The presenter was delightful and full of valuable information to help value your firm more. Thank you for sharing a wealth of information. Great insights from the webinar. It has number of examples, and it was very useful to have them while learning the concepts. I will recommend your webinar to my fellow CPAs.

JW

Barry's expertise in infinite banning concepts is unparallel. With certain simple tricks he helped me solve some of the things I was facing difficulty with. Turns out to be a technical understanding difference. Thank you Barry for your inputs.

XL

Your webinar was very informative and productive. Infinite Banking concepts are much more clearer now. The webinar was well-structured. It provided a good overview of the subject.

WB

Thank you for the presentation. It was really worth the time. I enjoyed learning about Infinite Banking. It was really an impressive webinar.

CT

Fascinating topic, and the instructor mentioned so many factors I haven't heard about. The instructor had a knowledgeable and engaging speaking style that made for an entertaining and informative webinar.