$1,000.00 USD

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Technical Training - Income Tax Returns

This is the motherload of income tax training for financial advisors!

Income tax reduction strategies should be part of every advisor's game plan to help them create a unique client experience.

This training will help you to stay top of mind with your clients and the people they should be referring you to today and in the future.

Many CPAs have gone through this training and felt it filled in gaps they had, because it was focused on tax reduction strategies not just tax preparation techniques.

This training includes:

  • 4 hours of video that covers year end planning, opportunity and income shifting, AMT triggers, exclusions and exemptions and our favorite "4 D" tax strategies.
  • 2 enormous pdf presentation files (70+ pages each) to guide you through every single aspect of the video portion.
  • Access to our private Facebook group and exclusive invites to upcoming live training sessions.