Course Information

Location: Online Webcast

Date: Wednesday, 11/29/23

Time: 10:00 am – 12:00 pm

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.

Retired Members: To register, email samcera@samcera.org. Please provide the name and date for the class(es) you would like to attend.