Webinar

End of year solutions for business and personal tax deductions

Estimated 4m read
Webinar

End of year solutions for business and personal tax deductions

Webinar

End of year solutions for business and personal tax deductions

A discussion about qualified plans and charitable giving: strategies that can help both HNW clients and business owners minimize taxes.

Estimated 4m read
Webinar

End of year solutions for business and personal tax deductions

A discussion about qualified plans and charitable giving: strategies that can help both HNW clients and business owners minimize taxes.

Estimated 4m read
Webinar

End of year solutions for business and personal tax deductions

A discussion about qualified plans and charitable giving: strategies that can help both HNW clients and business owners minimize taxes.

Estimated 4m read
Webinar

End of year solutions for business and personal tax deductions

Date
Wednesday, December 14, 2022
Time
2pm ET / 11am PT
Duration
30 minutes
Featuring
Ryan Mattern
Advanced Sales
Modern Life
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By Modern Life
December 7, 2022
By Modern Life
Dec 7, 2022
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Summary
1
Help clients optimize their tax deductions through strategies like donating appreciated assets instead of cash, gifting life insurance policies to charities, and setting up Charitable Remainder Trusts.
2
Help clients weigh the advantages and disadvantages of adding life insurance to a qualified plan, and advise on potential exit strategies, such as surrendering, annuitizing or exchanging the policy.
3
3

Discover end-of-year tax deduction strategies for businesses and individuals, including charitable giving, life insurance, estate tax deductions, and qualified retirement pension plans.

All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.

What you’ll learn
1
Help clients optimize their tax deductions through strategies like donating appreciated assets instead of cash, gifting life insurance policies to charities, and setting up Charitable Remainder Trusts.
2
Help clients weigh the advantages and disadvantages of adding life insurance to a qualified plan, and advise on potential exit strategies, such as surrendering, annuitizing or exchanging the policy.
3
3
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