Going beyond the taxes overall approach, this course will teach you how to recognize and address unique situations that could have a major impact on your client’s overall tax strategies.
About the Course
Learn
- What to consider when a client is selling a business
- What to consider when a client is selling taxable real estate
- How to effectively achieve the 0% tax bracket with real-world examples of the decisions that would be required
- How to marry one event or strategy with another to achieve a positive tax result
Demonstrate
- Case facts and circumstance that lead to the tax strategy idea
- The math of the idea explained outside of Spending Game
- The math of the idea explained using Spending Game
Resources
- Six, 75-minute, recorded sessions
- Shared documents & client files
- Shared Spending Game files
- Access to your coach(es) during live sessions
- Ability to email coach(es) course-related questions
About the Course
Learn
- What to consider when a client is selling a business
- What to consider when a client is selling taxable real estate
- How to effectively achieve the 0% tax bracket with real-world examples of the decisions that would be required
- How to marry one event or strategy with another to achieve a positive tax result
Demonstrate
- Case facts and circumstance that lead to the tax strategy idea
- The math of the idea explained outside of Spending Game
- The math of the idea explained using Spending Game
Resources
- Six, 75-minute, recorded sessions
- Shared documents & client files
- Shared Spending Game files
- Access to your coach(es) during live sessions
- Ability to email coach(es) course-related questions
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Testimonial from past course attendees