Professional Certificate in Tax-Advantaged Financial Security
-- ViewingNowThe Professional Certificate in Tax-Advantaged Financial Security is a comprehensive course designed to provide learners with the essential skills needed to advance in financial services careers. This program focuses on tax-advantaged financial strategies, crucial in today's complex financial landscape.
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⢠Tax-Advantaged Investing Fundamentals &itu; Tax-efficient strategies, Tax-deferred growth, Tax-exempt investments, Retirement accounts
⢠Types of Tax-Advantaged Accounts &itu; 401(k)s, IRAs, Health Savings Accounts, 529 Plans, Annuities
⢠Tax-Efficient Asset Location &itu; Asset allocation, Tax-efficient funds, Tax-loss harvesting, Tax-efficient withdrawal strategies
⢠Tax Implications of Retirement Distribution &itu; Required minimum distributions (RMDs), Early withdrawal penalties, Tax brackets, Social security taxation
⢠Estate and Gift Tax Strategies &itu; Estate planning, Gift tax exclusions, Trusts, Step-up in basis, Generational wealth transfer
⢠Tax-Advantaged Real Estate Investments &itu; Real estate investment trusts (REITs), Like-kind exchanges, Opportunity Zones, Cost segregation
⢠Taxation of Business Owners &itu; Pass-through entities, S corporations, Limited liability companies (LLCs), Section 1202 stock, Qualified business income (QBI) deduction
⢠Advanced Tax Planning Strategies &itu; Tax-loss carryforwards, Charitable remainder trusts, Grantor retained annuity trusts (GRATs), Monetized installment sales
⢠Tax Compliance &itu; Tax forms, Tax deadlines, Tax recordkeeping, Tax audit preparation
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