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Boggess casestudy

TAX MITIGATION STRATEGIES: CASE STUDIES USING SECTIONS OF THE TAX CODE

Cost Free
Presentation Length 2.0 hours

Recorded DateNovember 14, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Strategic Tax Mitigation necessarily involves collaborating with clients and their CPAs to reduce taxes due to the impacts of: ordinary, passive, and portfolio income; the purchase and sale of assets, including real estate; retirement and estate planning issues. Using case studies, Bob shows how through collaboration, clients have been able to substantially reduce taxes, or redeploy after-tax dollars in ways that positively impact their wealth enhancement strategies. These strategies are replicable. Primary code sections utilized include:
IRC § 1031 Like Kind Exchange
IRC § 179 Deductions (as an investment)
IRC § 170 (h) Qualified Conservation Contributions
IRC § 7702 Life Insurance Contract

Learning Objectives

  • Familiarity with tax codes and novel methodologies that can offer tax relief to your clients.

  • How operating from a tax-efficient mindset can bring large benefits to your clients.

  • Why a thorough financial check-up is necessary and how it can potentially save your client thousands in taxes.

  • How tax professionals can directly benefit from employing these strategies.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Robert L. Boggess, the CEO and Chief Strategist for IREXA Financial Services/Wealth Strategies utilizes his expertise as a Commercial Real Estate broker, a Registered Representative, a Licensed Insurance Producer, and a Registered Investment Advisor to help clients build, manage and preserve their financial wealth. As a fiduciary, Bob employs comprehensive strategies using all of his resources to develop innovative Tax Mitigation Strategies to help his clients achieve their goals and objectives. He started his career as a licensed architect and believes his approach has allowed him to come full circle; Bob considers his work financial architecture.

About Our Presenter

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IREXA Financial Services/Wealth Strategies, provides wealth enhancement solutions using a wide variety of traditional and non-traditional strategies to achieve client goals. At IREXA, we listen, assess, analyze, design and implement strategies and programs that best align with a client’s individual wealth enhancement requirements taking advantage of an ever-changing economic and taxation landscape.