Tax and Financial Planning

CPE Credits: 6
Field of Study:
Objective: to learn how to integrate federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital pres-ervation and estate distribution. Topics include tax sheltering, like kind exchanges, tax credits, estate planning, educational funding, insurance, family limited partnerships, retirement methods, fringe benefits, will and trusts, plus others. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.

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