What?
Classroom Instruction on Professional Tax Planning Strategies
Where?
DFW-Area College Campuses: UTA, Tarleton Fort Worth, TCC Northeast, and Willow Park Event Center
When?
Multiple Convenient Dates Offered in the Spring and Fall Semesters
Minimizing Taxes Matters
Taxes can be one of the biggest expenses in your life, and understanding how to minimize them can significantly impact your financial future. This class will equip you with actionable strategies to reduce your tax burden, optimize your retirement withdrawals, and take advantage of deductions, credits, and other opportunities you might not even know exist.
Whether you’re planning for before retirement or during, managing investments, or thinking about leaving a legacy, you’ll gain valuable insights to help you keep more of your wealth while staying on the right side of the tax laws.
Register to learn:
- How to Minimize Your Tax Bill to Keep More of Your Hard-Earned Money
- Tax-Saving Tips to Maximize Returns on Your Investment Portfolio
- Roth Conversions and Timing for Tax-Free Growth
- Estate and Gift Tax Strategies to Reduce Taxes on Wealth Transfers
- How to Get the Most Tax Advantages from Your Small Business or Self-Employment
Who should Attend?
This course has valuable information for everyone. We discuss strategies to optimize withdrawals from taxable, tax-deferred, and tax-free accounts to keep more of your hard-earned money.
You will learn how to create a personalized plan to minimize taxes both before and during retirement, maximize tax-efficient investments, and leverage deductions and credits to save more.
Want more details? Request the official Tax Planning Strategies™ Course Catalog to get all the course information and dates for this semester.
This Course Includes:
Classroom Instruction
Classes are led by a CERTIFIED FINANCIAL PLANNER™ who fills the course with valuable information and real-life examples. This format encourages participation and questions are welcomed.
Course Textbook
to Take Home
Tuition includes a textbook written and designed by the instructors, with examples and interactive material that is yours to keep. This book is written to be easy to understand, and will help you follow along in class.
Comprehensive Learning
Designed to help you see the “big picture,” this class offers you the opportunity to learn about the many various aspects of tax planning and how they work together to design a successful estate plan.
Optional Private Consultation
If you have personal questions or would like to learn more, you are invited to arrange a meeting with your instructor after class. This private consultation is included for all students, but is not required.
Request the Course Catalog Today
Want more details? Request your copy of the official Tax Planning Strategies™ Course Catalog to get all the course information and dates for this semester delivered straight to your inbox.
Upcoming Class Schedule
No event found!