In this course, you will learn ideas and strategies to help clients proactively plan and reduce income taxes, capital gains taxes, and estate taxes.
Taxpayers are no longer satisfied with a tax professional who merely prepares their taxes. They are looking for proactive, creative solutions to lower taxes both now and in the future. This course is designed to help tax professionals understand the importance of proactive planning. It takes the student through different strategies for income tax, capital gains tax, and estate tax planning and provides suggestions for implementing a more robust tax practice designed to attract and retain more clients.
I am a partner and managing attorney at Inter Vivos, PLLC, one of the largest estate planning law firms in the world, with attorneys licensed in all 50 states and in several other countries. My background has been in asset protection and tax planning strategies for business owners, but I focus on and oversee all aspects of a complete estate plan for clients across the country. I also own a tax strategy consulting business. I received my law degree at George Mason University and my undergraduate degree in French from Brigham Young University. I am licensed to practice law in Utah. Clients, advisers, and other professionals appreciate my responsiveness and quality of work. I speak Spanish and French in addition to my native English and can assist clients in any of those languages.
