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Building Client Wealth with Effective Tax Planning#4212

This course has been archived and cannot be purchased.

Credit
Amount
CPA
16
EA / OTRP
16

Course Description

Course publication/revision date: This course was updated on 5/15/2014 (covers 2014 tax year).

The basic tax characteristics of the primary tax entities are explored and analyzed. Their ability to defer, reduce and eliminate tax is examined. Client goals, purposes and risk tolerances are determined and quantified. Investments and assets are then evaluated using a variety of tools found on the Internet. Finally, investments and entities are matched to produce the best after-tax return for the client.

Course Information