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Strategies and Tax Tips for Dragging Your Children into Financial Independence
Start Date (Local)
8/16/2013 8:00:00 AM Eastern (EST/EDT)
8/16/2013 3:30:00 PM Eastern (EST/EDT)
Field of Study
Taxes -- 8 Credits
Arthur Werner, J.D., MST
Globalization, a changing job market, poor savings habits, and high rents and home prices are forcing young adults to stay in the "nest" well into their 30s. Even those who do initially leave often "boomerang" to the old homestead because of job, divorce, or financial problems. This presentation addresses client concerns for the financial well-being of their children and grandchildren by integrating federal taxation with overall financial planning. The course will explore strategies related to the central financial tactics of building wealth, preserving capital, distributing the estate.
* Learn financial and tax planning strategies for parents and/or grandparents so that you can "jump-start" their young children's and grandchildren's awareness of financial and tax planning.