Description
This event will cover the following topics:
- Paying Family Members in Your Business
- Everything Roth IRAs: The Equation to Tax-Free Wealth
- 401k Options for Small Business Owners
- Estate Planning, Unique Assets, and the Benefits of a Revocable Living Trust
- Exploiting the RE Professional Strategy: LT and Self Rentals
- The Auto Deduction: Cars, Trucks, RVs, and More
- Cost Segregation: Accelerating Depreciation in the right situation
- Short-Term Rentals: Unique Tax Consequences & Opportunities
- Advanced LLC Strategies: Multiple Rentals, COPEs, Series, and More
- Board of Directors, Dining, Travel Deductions, and Electronics for Small Businesses
- Advanced Self-Directing Strategies & the IRA/LLC
- Getting out of Debt, Saving, and Building Wealth: You AND Your Clients
- Writing off Medical Expenses and the Power of the HSA and HRA
- Strategic Social Security Planning: When to start and how is it taxed
- Tax and Legal Planning for Partnerships
- 501(c)3s and Non-Profits to Leave a Legacy
- The Power of the Charitable Remainder Trust
- Asset Protection for our Personal Residence: TBE, DAPTs, Stripping, and more
- Buying or Selling a Business: Tax and Legal Considerations
- Capital Gains and Losses: The Fruit Basket of Netting Losses for Maximum Tax Benefits
- 1031 Exchanges: Basics and Current Trends
- Opportunity Zones – Another Option for Saving on Capital Gains
- ERC: Employee Retention Tax Credit: What you still need to know
- Life Insurance for Wealth Building and Tax Savings
- Building Strong Client Relationships in Your Advisory Practice
- IDC- Intangible Drilling Cost Tax Deduction Unleashed
- Building a Tax Advisory Practice: The Transition, Billing, and Services
- Trademarks and Intellectual Property – When, Why & How to Write-off
- Captive Insurance: When to Consider and When to Run
- New Developments in Crypto & NFTs: The SEC & IRS
- Tax Planning for Undocumented Workers & Resident Aliens
- Tax and Legal Issues Raising Capital with Partners or Investors
- State Tax Saving Strategies – Planning Domicile and More