Looking to deliver massive value to your clients? This seminar is designed to equip you with powerful, yet often overlooked, strategies for achieving significant tax savings. We’ll explore how modern pension plans, known as Cash Balance Plans, can generate substantial tax deductions for high-income earners. We’ll also delve into the strategic use of Donor Advised Funds, revealing how they can provide a more tax-efficient and flexible way for your clients to give to charities. Finally, we’ll cover the intricacies of the Home Sale Tax Exclusion, ensuring you can help your clients maximize this valuable tax break.
Who Should Attend: Tax Practitioners, Business Advisors