Embark on a transformative journey with Bestgate Wealth Advisors in Frederick, MD in order to become a proficient advisor in tax-advantaged financial planning.
Clients often look to their tax professional for a range of financial advice. We all need to be prepared to field these questions and either provide the right advice or connect the client with the right financial professional to address their needs. This course will cover a range of topics at the intersection of tax and financial planning.
-Understand an array of tax advantaged financial planning tools
-Retirement Account Options & Planning
-Roth v. Traditional
-SECURE Act Rules
-Capital Gains Planning
-Tax Smart Asset Location
Bestgate Wealth Advisors
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Bestgate Wealth Advisors Firm 5100 Buckeystown Pike Suite 290 Frederick , MD 21704
CPA(1), EA(1), Tax preparers