Tax Planning Strategies for Moderate-Income Clients
Tax planning isn’t only for high-net-worth clients. Moderate-income taxpayers can also benefit from thoughtful strategies involving retirement, education, charitable giving, Social Security, healthcare costs, and other important financial decisions.
In this on-demand webinar, A.J. Reynolds, EA, explores practical planning opportunities tax professionals can use to better support their clients. Topics include qualified charitable distributions, Form SSA-44, 529 plans and the American Opportunity Tax Credit, retirement and 401(...
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