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The time for tax strategy is NOW
It’s the end of the year, AND the new tax laws are still in effect! This dynamic duo of the most learned and successful tax practitioners and attorneys in the country will reveal strategies and opportunities that will differentiate you from your competition and will get your foot in the door with high net worth clients.
Marvin Blum has a renowned law practice that specializes in the areas of estate planning and probate, asset protection planning, planning for closely-held businesses, tax planning, tax controversy, and charitable planning, particularly for the upper high-net worth class.
Sandy Botkin, known for creating the TaxBot Tax Tracking App, is the CEO of the Tax Reduction Institute and is a sought-after media contributor. He has extensive financial and legal experience, including five years as a legal specialist in the Office of Chief Counsel for the Internal Revenue Service.
- Little-known updates with the latest tax law changes
- Interesting strategies that not enough people are taking advantage of
- Tax opportunities that are especially important to know about before the year ends
What Advisors Think of this Session
We asked participants: What’s the one best thing you learned from this presentation? What are you going to do differently in your business now that you’ve heard these ideas?
“I always enjoy the piece from Sandy Botkin regarding the new, improved & revised tax law, on buying a new vehicle to you for business purposes & writing almost all of it off! My own CPA does not offer or discuss that tax deduction. Again, try and implement these tax ideas with my business clients to help save them money on their taxes & improve their retirement funding. Also, share these tax saving concepts with my individual & family clients to improve their wealth accumulation & retention! Keep up the great work! Very interesting topics, speakers & opportunities!” -Joe Anthes
“Accumulator trust.” -Gail Van Nest
“Back door Roth IRA. Incorporate the strategies learned into practice.” -Paul Carag
“Tax info.” -Christopher Sparks
“Reducing income to qualify for the 199A deduction.” -Alan Zalewski
“The immediately useful items shared by presenters.” -August Hardee
“Strategy to take advantage of IRA to Roth conversions. Talking now to all my higher income clients about this strategy.” -Ken Beer
“Charitable Trust, SLAT, FAST, Family Limited Partnership & Accumulation Trust. Consider more options with clients. Thank you!” -Suzanne Carpentier
“HRA’s for self-employed. Look for opportunities. Keep up the good work. Thanks!”
“The FAST strategy. Research tax strategies that I am not utilizing.” -Robin Washington
“The Solo 401k.” -Mark Richards
“New tax deduction strategies. Share some of the new strategies learned today with clients and practice myself.” -Na Li
“199A.” -David Hill
“New gift and estate tax thresholds. Make clients aware.” -Kerry Wickler
“The benefits of using a SLAT. Talk with clients about how to incorporate SLATs into their estate plan.” -Will Merriken
“SLAT’s & FAST’s & SEC199. Educate myself further.” -David Oldenburg
“Roth Conversions are something people should explore in the very near future. Talk to more high-end financial advisors.”
“Tax strategies and that the landscaping is changing. Develop connections with local professionals in these areas to better serve my clients. I am interested in the service.” -Ken Magaro
“Double up on Charitable contributions every other year. Become more informed in regard to tax implications in order to be a better value to clients.” -Steve Milazzo
“Taxbot.com. Use the ideas. Great event.” -Dan Jankelunas
“Talking with business owner clients about these tax breaks. Keep it up!.” -David Parker
“Strategies, changing laws. Hold better conversations with clients on these changes.” -Timothy Smith
“Keep up the great work! Happy Holidays!” -Deb Wagemann
“Insurance agent might qualify for Sct 199A deduction. Be sure to listen to next month’s presentation.” -Alfred Current
“Opportunities to reduce taxes. Begin to be more of a consultant to my clients and work with other professionals in helping my clients with ideas that will reduce their taxes.” -Robert Lien
“Some great new ideas. New ideas to talk to clients and prospects about.” -Steven Holtz
“HSA and HRAs, Solo 401Ks. Set up a Solo 401K. I love these webinars. I appreciate the access to content that is provided.” -Corina Vaquera Dlugosz
“Teaching third generation wealth transfer. Buy a truck.” -Dumitru Popovici
“HRA accounts and how they work. Find a new accountant.” -Kym Housley
“Section 199A. REVAMP?” -Mary Gruenberg
“Tax. I just got the book. Thanks.” -Mikhail Leyon
“Roth IRA workaround. I’ll be helping my clients do these changes. Great job!.” -James Milliken