Just like an old comfy pair of boots, tax strategies don’t always have to be complicated or super high octane to be cool. Sometimes it’s the easy stuff that makes the biggest difference. Trey and Rone will share 3-4 ways to use Qualified Plans to help your business owner clients retain more income and pay less taxes. Learn how to identify these opportunities, how to have the conversation, and a roadmap to get it done.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman JD, LLM and Rone Davis, AIF®, CFP®, CLU®, ChFC®, MSFS