New Administration Tax Bundle
Taught by Tax Expert: James Lange, CPA, Attorney
This exclusive bundle was designed for CPAs and Advisors that want to offer their clients key tax strategies to contend with Biden's New Administration.
CPE TOPIC: Taxes
Credits: 5
Format: Webcast (On-demand)
What you'll get
The SECURE Act could aptly be called the Massive Income Tax Acceleration on IRAs and Retirement Plans Act. All signs point to heavy income tax increases for IRA and retirement plan owners. How can you protect yourself and your client’s financial security and generational wealth?
James Lange designed this exclusive bundle for CPAs and Advisors that want to offer their clients key tax strategies to contend with Biden’s Administration.
2 Courses
5 Credits
5 Hours
CPE Topic: Taxes
Webcast (On-Demand)
Certificate Upon Completion
You’ll get an exclusive Free Book from James Lange, CPA/ATTORNEY when you buy your bundle.
Note: Bonus CPE purchases are excluded from free shipping.
What You'll Learn
- Effective methods of moving assets from the taxable world to tax-free world
- Critical concepts and the math behind Roth IRA conversions
- Optimizing your Social Security distributions
- Tax-savvy charitable bequests
- Gifting strategies to move assets to the tax-free world
- Optimizing your Social Security distributions
- Learn strategies to minimize the negative impact of the SECURE Act
- Developing the best estate plan for your client's family
- Strategies to save hundreds of thousands of dollars for tax bracket chaos
- And Much, Much More
Bundle Description
The SECURE Act could aptly be called the Massive Income Tax Acceleration on IRAs and Retirement Plans Act. All signs point to heavy income tax increases for IRA and retirement plan owners. How can you protect yourself and your client’s financial security and generational wealth?
Does your estate plan include traditional documents that “fix in stone” the distribution of your assets to your heirs? If so, then your heirs are not likely to get the full benefit of your legacy. Updating wills and trusts for greater flexibility will provide your surviving spouse nine months after your death to determine key strategies.
This bundle will unpack critical strategies that will help you protect yourself and your client’s financial security and generational wealth.
COURSE SPECIFICS: OPTIMAL RESPONSE TO THE NEW ADMINISTRATION: SHIFT TAXABLE ASSETS TO TAX-FREE
Course ID
WC1821240884
Advanced Preparation
None
COMPLIANCE INFORMATION
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01792-21-O
IRS Federal Tax Law Credits: 3
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1582
CTEC Federal Tax Law Credits: 3
COURSE SPECIFICS: THE BEST ESTATE PLAN FOR MARRIED IRA OWNERS AFTER THE SECURE ACT AND THE NEW ADMINISTRATION
Course ID
WC1821240889
Advanced Preparation
None
COMPLIANCE INFORMATION
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01791-21-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1581
CTEC Federal Tax Law Credits: 2
Course Instructor
Jim Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times). He wrote 8 best-selling books including his newest book, The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act. Jim’s RIA oversees $750 million under management. Jim’s law firm has completed 2,857 estate plans includes wills, trusts, and beneficiary designations of IRAs and retirement plans. Jim’s CPA firm still prepares 760 tax returns annually. Jim wrote the first peer-reviewed article regarding Roth IRA conversions in 1998 published in The …