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 IRA’s, 401k’s, 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 heirs
- How wealthy Americans have passed assets generationally TAX-FREE, even before ROTH IRA’s were created
Nicholas Yeomans
Nicholas Yeomans, President and Chief Compliance Officer (CCO) of Yeomans Consulting Group, Inc., brings over 20 years of experience to his role. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and fiduciary, Nic specializes in tax planning, estate planning, and retirement income strategies, providing clients with education and understanding so they can make important financial decisions for a successful retirement.
With a planning background and a dedication to serving clients, Nic graduated from Lee University and earned his Certificate in Financial Planning from Emory University. He’s married to his college sweetheart, Suzette, and they have three daughters and three dogs. Active members of North Metro Church in Marietta, they enjoy traveling and trying new restaurants. Nic’s background as a competitive athlete instilled discipline and respect, values he brings to both his personal and professional life.
#1: Year-End Tax Strategies
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