Shortcuts to Tax Cuts: Individual Tax, Social Security and Retirement

In the fluid economic environment, clients must protect their income from taxes, their retirement and college funds from inadequacy, and their Social Security from less-than-optimal benefits. This course presents the most important planning ideas wealthy clients and closely held business owners need to consider in 2013 to take advantage of the present and plan for the future with many checklists designed to determine which areas are most appropriate for the client.