Tax Professionals: Strategic Tax

Mitigation Courses

Free Seminar

Schedule a free in-house seminar for your tax professionals. Register HERE for a free CPE webinar. (A new window will open and you will be taken to an external website.)

Course Title

Strategic Tax Mitigation Using Sections of the Tax Code

Course Description

Strategic Tax Mitigation necessarily involves collaborating with clients and their Tax Advisors to reduce taxes due to the impacts of: ordinary, passive, and portfolio income; the purchase and sale of assets, including real estate; retirement and estate planning issues. Using case studies Bob shows how, through collaboration, clients have been able to substantially reduce taxes, or redeploy after-tax dollars in ways that positively impact their wealth enhancement strategies.  These strategies are replicable. Primary code sections utilized include:
  • IRC section 1031 Like Kind Exchange
  • IRC section 179 Deductions (as an investment)
  • IRC section 170 (h) Qualified Conservation Contributions
  • IRC section 7702 Life Insurance Contract

Course Objective

  • Familiarity with tax codes and novel methodologies that can offer tax relief to your clients.
  • How operating from a tax-efficient mindset can bring large benefits to your clients.
  • Why a thorough financial check-up is necessary and how it can potentially save your client thousands in taxes.
  • How you as a CPA, EA, or other Tax Professional can directly benefit from employing these strategies.
“Recently, I constructed strategies that saved a client $133,000 in taxes, a second client eliminated taxes from an $800,000 business sale, and a third client eliminated $800,000 boot from a 1031 exchange. The total tax savings were calculated to be $535,000. This year, for one client, I proposed changes to a portfolio investment program which reallocated current expenses. The bottom line – expenses were reduced by $6,500/year and a retirement program that will produce $162,000/ year tax-free income for life (65-90) was created.” Let me show you how, with an analytical and goal-oriented strategy, you may be able to reduce your clients’ taxes, and set-up a retirement account that will produce tax-free income. Who should attend: If you are a tax professional that has clients that make more than $300,000/yr with a spouse, or $200,000/yr if they are single, and their taxes at a federal level exceed $65,000.00, you should attend. You will learn how to save your clients thousands in taxes. Schedule a free in-house seminar for your tax professionals in your office.
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Results may not be typical depending on past and/or current IRC codes that are subject to change.

* IREXA® Financial Services / Wealth Strategies, Great Point Capital, LLC and Abacus Insurance Advisors, LLC do not provide legal or tax advice.

**Investing has risks; performance is not guaranteed. Securities offered through Great Point Capital, LLC (GPC) (member FINRA/SIPC). Robert L. Boggess is an independent representative of Great Point Capital, LLC. IREXA®  Financial Services/Wealth Strategies is not an affiliated company with the Great Point Capital, LLC or CPAAcademy.org. No offer to buy or sell securities is being made. Such offers may only be to qualified accredited investors via private placement memorandum. Neither GPC nor IREXA® are tax advisors. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Investments are not guaranteed or FDIC insured and risks may include but are not limited to complete loss of principal investment. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before investment. Changes in the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made.

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss.

NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by IREXA®  Financial Services/Wealth Strategies, Great Point Capital, LLC, or any affiliate, or partner of (“Great Point Capital”). IREXA®  Financial Services/Wealth Strategies does not warrant the accuracy or completeness of the information contained herein.

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