Gain critical insights into long-term care, life insurance, Medicare, Social Security and real estate tax planning in one power-packed session designed to protect your clients’ finances and support their future.
DESIGNED FOR
CPAs in public practice
BENEFITS
Walk away with actionable strategies to address retirement health care costs, maximize Social Security, optimize life insurance within financial plans and improve tax outcomes through cost segregation.
HIGHLIGHTS
- Proactive long-term care planning to protect assets and family stability
- Strategic use of life insurance in today’s evolving tax and product environment
- Medicare enrollment insights, coverage comparisons and tax-saving tactics
- Filing strategies to maximize Social Security benefits, including for business owners
- Tax-saving opportunities for real estate owners and investors using cost segregation
SPONSORED BY
