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Income Lab Masterclass - Class 2: Next Level Tax Planning to Differentiate Your Firm
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The 4-part Masterclass is led by Ryan Townsley, of Town Capital. Ryan will share insights he has learned over the years and ways he has differentiated himself from the competition.
In our second masterclass, Ryan will review the top 10 things you should know about taxes to help answer 90% of your client's questions.
Learn how to enhance your firm's value by mastering essential tax concepts like tax brackets, taxable income, capital gains, and the NIIT. Learn to advise clients on advanced strategies such as Roth conversions, Net Unrealized Appreciation (NUA), and managing IRMAA and Social Security taxability. Gain expertise in guiding self-employed clients on tax obligations and estimated payments to ensure compliance while optimizing their tax outcomes. This session will equip you with the knowledge to elevate your clients' experience and set your firm apart.
In our second masterclass, Ryan will review the top 10 things you should know about taxes to help answer 90% of your client's questions.
Learn how to enhance your firm's value by mastering essential tax concepts like tax brackets, taxable income, capital gains, and the NIIT. Learn to advise clients on advanced strategies such as Roth conversions, Net Unrealized Appreciation (NUA), and managing IRMAA and Social Security taxability. Gain expertise in guiding self-employed clients on tax obligations and estimated payments to ensure compliance while optimizing their tax outcomes. This session will equip you with the knowledge to elevate your clients' experience and set your firm apart.
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