One of our newest courses tailored for financial professionals, CPAs, and CPEs seeking to enhance their expertise in year-end tax planning for clients. This intensive program delves into the latest tax laws and regulations for 2024, providing up-to-date insights into the most effective strategies to minimize tax liabilities and optimize financial outcomes. Participants will explore advanced tax planning techniques, including income deferral, capital gains management, retirement account contributions, and charitable giving strategies, tailored to the unique needs and goals of individual and business clients. Through in-depth discussions, case studies, and real-world scenarios, attendees will learn how to navigate complex tax scenarios, identify opportunities for tax savings, and proactively advise clients on strategic tax planning decisions. By mastering these cutting-edge strategies, participants will be equipped to provide invaluable guidance and support to their clients, ensuring maximum tax efficiency and financial success as they approach the year's end.

Key Highlights:

​

UT State Insurance Continuing Education Credits                   3 hrs                           $7.00

CPA/CPE Continuing Education Credits                                     3 hrs                           $7.00

​

• Latest Tax Law Updates: Stay informed on the newest tax legislation and regulations for 2024, ensuring compliance and understanding of how changes impact year-end tax planning strategies.

• Strategic Income Deferral Tactics: Explore advanced techniques for deferring income to future tax years, including timing of bonuses, capital gains realization, and utilization of tax-deferred investment vehicles.

• Capital Gains Management Strategies: Learn how to optimize capital gains and losses to minimize tax liabilities, including strategies such as tax-loss harvesting, installment sales, and gifting appreciated assets.

• Retirement Account Optimization: Discover advanced strategies for maximizing retirement account contributions and distributions, including Roth conversions, qualified charitable distributions, and retirement plan rollovers.

• Proactive Tax Planning for Businesses and Individuals: Develop tailored tax planning strategies for clients, including business owners, high-net-worth individuals, and families, to capitalize on available deductions, credits, and incentives before year-end deadlines.

​

Join us in this educational journey and emerge as a more informed and empowered financial professional, prepared to make a significant positive impact on the financial well-being of your clients.