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If you know how to complete, read and properly utilize a prospect's or client's Federal Income-Tax Return, you'll generate more revenue more investment, annuity and insurance sales, more asset management fees, and more tax planning fees.
At this session, Robert Keebler, a leading educator on individual taxation, addresses everything a financial advisor must know about taxes for the 2016 tax-filing season:
Wage, interest, & dividend taxation
Capital gains & losses
Business income or loss
Retirement saving incentives
Income and loss from real estate and partnerships
Social security taxation
Educator expenses, HSAs, & Moving expenses
Student loan interest & tuition deductions
Standard & itemized deductions
Dependency & exemptions
Computing tax due & understanding the AMT
Education, retirement savings, child, and energy tax credits
Self-employment tax
Early distributions from retirement plans
NIIT & Additional Medicare tax
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