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Tax Planning Strategies

Event

Course Information

Location: Online Webcast

Gain a better understanding of tax reduction strategies based on current federal tax law through relevant, real-life illustrations, and workbook exercises. Participants will learn the tax implications affecting retirement, investments, having a personal business outside of regular employment, and charitable giving.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights: 

  • Explore how to expand your options for saving in an employer sponsored retirement plan
  • Understand the tax implications of holding company stock in a deferred compensation retirement plan
  • Analyze the unique tax saving characteristics of Health Savings Accounts and Flexible Spending Accounts
  • Learn the income phaseout ranges that apply to Individual Retirement Accounts and how to navigate towards increasing your Roth IRA accounts for you and your children
  • Discuss the tax advantages of some forms of annuities
  • Review how to capture losses from investments for a tax advantage including the wash sale rule
  • Uncover investments that provide tax advantages through asset location
  • Evaluate the tax advantages of education funding vehicles
  • Learn how to take advantage of highly appreciated asset donations through a Donor Advised Fund
  • Examine the energy and electric vehicle tax credits still available
  • Understand the many tax deductions available for small businesses

How to Register:

County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email njeong@samcera.org with the name and date of the class that you would like to attend.

Commands