Students will learn strategies and techniques that may reduce or eliminate certain tax liabilities. Have you ever wondered what strategies you could use that some of the richest Americans have used for decades?
Many of the strategies discussed include:
-How to reduce and eliminate Taxes on Retirement Account Distributions
-How to reduce and eliminate Capital Gains Taxes
-Take Required Minimum Distributions in the most tax-advantaged way
-Avoid Inheritance tax traps with IRAs, 401ks, and other Retirement Accounts
-How to pass assets generationally, while minimizing Taxes and providing Asset Protection
-Learn some of the most tax-favored ways to give money to charity and heir
-How wealthy Americans have passed assets generationally TAX-FREE, even before ROTH IRAs were created
-New IRA Distribution Rules
-New IRA Inheritance Rules
Nic Yeomans is the President and Chief Compliance Officer at Yeomans Consulting Group, Inc. In his 16th year of practice, Nic is a Certified Financial Planner where he primarily focuses on advanced tax and estate planning for business owners, medical professionals, and retirees. Nic has a passion to educate his clients and peers, often teaching classes and hosting Q&A sessions. Nic graduated from Lee University and continued his education at Emory University where he graduated from The Learning Institute for Financial Executives and received his Certificate in Financial Planning. He is also a member of the International Association of Registered Financial Consultants. Outside of work, Nic has been married to his college sweetheart Suzette for 15 years; together they have 3 daughters and 2 dogs. They are active members at North Metro Church in Marietta, and in their free time, they enjoy traveling and discovering new restaurants. A few times a month you will find Nic on the golf course or hosting a guy's night to watch UFC fights.
#1: 2024 Tax Strategies
|Start Date||February 28, 2024|
|End Date||February 28, 2024|
|01||Wednesday, 02/28/2024||05:00 PM - 07:30 PM||KSU Center||ClassRoom||Nicholas Yeomans|
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