Expert Guidance

Get insights from top financial experts and CPAs

Tailored Strategies

Customized financial plans to maximize your wealth

Tax Optimization

Learn how to minimize taxes and increase your savings

About the Course

This course explores key tax planning strategies designed to preserve and grow wealth efficiently. It introduces CPAs to tools such as income timing, asset location, tax-smart investing, charitable giving, and estate planning fundamentals. Participants will gain practical insights into how federal tax laws can be leveraged to reduce tax liability and align wealth-building goals with long-term financial efficiency.

Course Curriculum

6 Chapters · 10 Lessons

  1. 1

    Course Introduction

    1. (Included in full purchase)

      Course Syllabus

  2. 2

    Module 1: Foundations of Tax-Efficient Wealth Building

    1. (Included in full purchase)

      Foundations of Tax-Efficient Wealth Building

    2. (Included in full purchase)

      Module 1 Reinforcement and Knowledge Checks

  3. 3

    Module 2: Strategic Income and Investment Planning

    1. (Included in full purchase)

      Strategic Income and Investment Planning

    2. (Included in full purchase)

      Module 2 Reinforcement and Knowledge Checks

  4. 4

    Module 3: Charitable Giving and Retirement Strategies

    1. (Included in full purchase)

      Charitable Giving and Retirement Strategies

    2. (Included in full purchase)

      Module 3 Reinforcement and Knowledge Checks

  5. 5

    Module 4: Estate Planning and Intergenerational Wealth Transfer

    1. (Included in full purchase)

      Estate Planning and Intergenerational Wealth Transfer

    2. (Included in full purchase)

      Module 4 Reinforcement and Knowledge Checks

  6. 6

    Final Exam

    1. (Included in full purchase)

      Final Exam

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