Our 2024 Summer Education Series was such a big success that we’ve decided to bring you two BONUS webinars chock full of the engaging, educational content you expect from Think Outside the Tax Box.
The first webinar from nationally recognized speaker Timalyn Bowens is exclusive to our new Professional Subscription level. CLICK HERE to learn more!
The other webinar is included with your basic subscription. Here’s what we have in store for you:
INJURED OR INNOCENT: Tax Relief Options for Spouses Affected by Their Significant Others
SEPTEMBER 5th from 11am PST to 12pm PST
Speakers: Timalyn Bowens, EA
TAX LAW PRO EXCLUSIVE
Do you have clients who have lost their refund or facing tax penalties because of their spouse? In this webinar we will explore two different ways for you to help them navigate this and possibly save money. We will learn what injured spouse relief is and how it is different from innocent spouse relief. We will also look at different scenarios to understand which relief option applies to your client. After reviewing the scenarios we will look at the process of requesting both types of relief and helping your client throughout that process.
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at the American Institute of Certified Tax Planners!
LEARN HOW TO MAKE RETIREMENT ASSETS TAX EFFICIENT
SEPTEMBER 20th from 11am PST to 12pm PST
Speakers: Jason Pueschel
Sponsored Event – Alternative Wealth Management
SPONSORED EVENT: Learn how to convert taxable retirement assets into tax free growth and income with no RMDs or tax liabilities for beneficiaries.
Advocates of 401(k), 403(b) and other defined contribution plans have convinced us that we should take a current deduction and defer paying tax on retirement contributions until later years. We are encouraged to fund taxable retirement accounts early and often as we enter the workforce, but could that advice be misguided? For the average person, the first few decades of one’s career are potentially some of the lowest income tax brackets they will experience.
It is easy to overestimate the amount of retirement savings by underestimating its tax liabilities. Growing a retirement nest egg is a positive aspiration, but reducing a current income tax payment to only defer and pay substantially higher rates in retirement is not. For those that plan well, retirement accounts can be tax efficient, without required minimum distributions and structured to leave beneficiaries tax free assets.
Join Alternative Tax Management, Managing Director, Jason Pueschel as we review strategies to convert tax laden retirement assets into tax free Roth IRA accounts using discounted tax conversion methods. Pay less tax now and grow tax free forever!
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at the American Institute of Certified Tax Planners!
