Matt Rzepka, CPA, CFP shares real-world tax strategies to help prospects and clients be more efficient with their finances.
About the Course
Learn
- How to look at and interpret the personal income tax return for opportunities
- How to look at and interpret the Corporate income tax return for opportunities
- How to look at and interpret the Partnership/S-Corp income tax returns for opportunities
- Split dollar, double bonus, and SERPs – real-world know how about the tax implications of these various strategies
- Retirement income engineered for ultimate tax efficiency
- Deductible interest expense – the do’s and don’t
- Taxes and opportunity cost
Demonstrate
- How to have various conversations around taxes in the PEM
- How to talk about taxable accounts using various COW tools
- Spending Game Walk through of various topics being taught
- Private Reserve module and how to discuss taxes
- Finance 101 module and how to discuss taxes
- BTID – my walk through and presentation of this module
Resources
- Six, 75-minute, recorded sessions
- Shared documents & client files
- Sample Spending Game files
- Ability to email coach(es) course-related questions
About the Course
Learn
- How to look at and interpret the personal income tax return for opportunities
- How to look at and interpret the Corporate income tax return for opportunities
- How to look at and interpret the Partnership/S-Corp income tax returns for opportunities
- Split dollar, double bonus, and SERPs – real-world know how about the tax implications of these various strategies
- Retirement income engineered for ultimate tax efficiency
- Deductible interest expense – the do’s and don’t
- Taxes and opportunity cost
Demonstrate
- How to have various conversations around taxes in the PEM
- How to talk about taxable accounts using various COW tools
- Spending Game Walk through of various topics being taught
- Private Reserve module and how to discuss taxes
- Finance 101 module and how to discuss taxes
- BTID – my walk through and presentation of this module
Resources
- Six, 75-minute, recorded sessions
- Shared documents & client files
- Sample Spending Game files
- Ability to email coach(es) course-related questions
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Testimonial from past course attendees