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(k) planning, IRC § 121, capital gains, Social Security, divorce considerations, family employment strategies, and planning for elderly clients.
Watch the recording to discover approachable tax-planning strategies that can help you provide greater value and build stronger, long-term client relationships.
Opinions expressed by Mr. Reynolds are solely his own and do not necessarily express the views or opinions of TaxAct Professional.
