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Reviewing your client’s tax situation is important, but making a plan and taking action is what will make the difference. With a historic year coming to an end, these tax strategies could prove to be more important than ever.
Can you do a Roth conversion of a coronavirus-related distribution? It would be nice if you could, as that would allow you to spread the income from the Roth conversion over three years. Follow along as our expert guides you to her answer.
The CARES Act amplified qualified loan rules by increasing loan amounts and extending repayment periods for qualified individuals. But even if your client qualifies, will it be the best choice for them?
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024