Tax planning is an essential aspect of any financial professional's job. This course provides an overview of about 20 tax planning tips and ideas that will save clients money and generate more business for you. Topics covered include HSAs, HRAs, Alternative Minimum Tax, estate planning and so much more.
Upon successful completion of this course, participants will be able to:
- Cite various aspects of tax planning
- Identify ways to maintain existing clients and gain referrals from clients who are impressed with planning ideas
- Discuss ways to handle the ACA employer mandate for more than 50 full-time equivalent employees
Table of Contents
This is a test...
Making bullets, etc.
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