2024 Income & Estate Tax Survival Workshop

Unlike conventional wisdom preaching the path of MINDLESSLY DEFERING taxes, your goal should be to REDUCE YOUR LIFETIME TAX BILL. You can do this by not just driving down taxes today, but TIMING when you pay taxes, LOWERING your ultimate tax rate & taxes paid. This class is built for folks nearing and already in retirement, and is taught from both a legal and financial perspective, with two experts as instructors. Learn how to tax mistakes many people make with retirement accounts, how to eliminate or substantially reduce estate/inheritance taxes, how to avoid probate & save money, how to protect your assets from creditors, how to protect the interest of your children after your death, how tax proposals can drastically change how your income & assets are taxed, how to prevent your Social Security checks from being eaten away by taxes and surcharges, and much more.