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Tax Considerations in Personal Financial and Investment Planning Webinar

CPE

When
Oct. 28
12:00 - 1:00 p.m.

CPE Credits
1-Tax

Details

 Pricing

PICPA Member: $49 | Nonmember: $74


 More Information

Course No.
778700
Level
Basic
Prerequisites
None

Description

 

Discuss the tax savings opportunities involved in personal financial planning and investments of portfolios.

Highlights

• Valuable tax strategies in volatile investment markets
• Planning for income in early retirement years and tax planning opportunities
• Planning for Medicare premiums
• Unusual years of income and setting of Medicare premiums – how to file for an exception and exclusion of these types of events
• How to file for Social Security benefits when a spouse dies



Speaker(s)

Angie’s depth of knowledge is second only to her dedication to clients and Domani Wealth team members. She works with clients including individuals, families, trusts, and charitable foundations, coming alongside each to guide and manage detailed financial plans built to serve the client’s goals. She also works closely with those who use Domani Wealth’s Family Office services. Domani Wealth’s incredibly wide variety of services and expertise can benefit every type of client.

Angie’s background as a CPA with 15 years of experience in public accounting and tax consulting enables her to apply this specialized knowledge to many aspects of client planning, including estate, gift, business ownership, wealth transfer, trust and foundation engagement. Her significant tax planning background allows her to better understand financial planning techniques and the tax consequences for each specific client – a benefit many clients appreciate as they work with Angie.

She works hand-in-hand with Domani Wealth’s Investment Strategy Group as well, ensuring that no matter the season, client portfolios are aligned with their financial plans, cash needs, and appropriate risk levels. The team’s tax efficient investment approach also goes above and beyond many investment firms to assist clients in taking advantage of the many tax laws and constant changes, requiring intensive work from which clients can benefit.


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