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Tax Planning Strategies


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.


  • 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 with the name and date of the class that you would like to attend.

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