Checkpoint Learning

Course Detail

39 Tax Tips for Older and Wealthier Clients in Uncertain Times  

CATEGORY: Taxation
  Online & Mobile
7 CPE Credits

This course covers a variety of tax-saving concepts that are likely to benefit older and wealthier clients, including tax-smart strategies that are appropriate for the COVID-19 era and beyond and strategies that are appropriate after changes included in the SECURE Act. You want to make sure your clients maximize their wealth creation and preservation opportunities in the current environment. In this context, income, estate and gift taxes can be potentially huge expenses, and effective tax planning can deliver huge tax-saving benefits to clients. This course is most appropriate for professionals with intermediate knowledge of federal tax issues affecting older individuals and high net-worth individuals and professionals seeking to expand their knowledge base in these areas.

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