Courses

It’s not how much you make—it’s what you keep. Many people in the US earn their money from a regular job; they get a paycheck and routinely pay income taxes. But the way wealthy Americans make money is more diverse, as are their investments. What wealthy Americans know is that the key to financial planning strategy is taxes. They know how to create sophisticated tax-saving measures, saving dollars that can be reinvested to generate additional wealth. Recently, the United States income tax code underwent significant changes. This course will demystify the revisions to the tax code and examine their impact on a broad range of financial planning strategies, including purchasing a personal residence and other investment real estate, financing education, saving for retirement, estate planning, charitable giving, and minimizing the alternative minimum tax. The course will go beyond introductory financial planning to look at how you can create more complex tax-saving techniques. We will cover the still-relevant details of the SECURE and CARES acts and other recent legislation passed into law. By the end of the course, you will have the tools necessary to estimate your tax bill and be able to fold your knowledge of the recent tax laws into your financial strategy.