Tax Advantaged Financial Planning
November 07, 2023
05:00 PM - 06:00 PM
Bestgate Wealth Advisors Firm
21 SPACES LEFT
$0 Members
$65 Non-Members
EVENT DESCRIPTION
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.
EVENT OBJECTIVE
-Understand an array of tax advantaged financial planning tools-Retirement Account Options & Planning
-Roth v. Traditional
-SECURE Act Rules
-Education Expenses
-Capital Gains Planning
-Tax Smart Asset Location
-Charitable Giving
EVENT DETAILS
Company:Bestgate Wealth Advisors
Number of Hours:
1 (Recommended)
Prerequisite:
None
Program Level:
Update
Knowledge Level:
Basic
Delivery Method:
Group-Live
Number Of Days:
1
Food Included:
Seminar Number:
3212
Early Cut Off Date:
11/06/2023
Phone:
301-662-7220
Venue:
Bestgate Wealth Advisors Firm 5100 Buckeystown Pike Suite 290 Frederick , MD 21704
Accommodations:
,
Recommended For:
CPA(1), EA(1), Tax preparers
Approved By:
NASBA,IRS