Your Biggest Competitor: The IRS

Tax strategies that can unleash millions of dollars of opportunities.

Webinar exclusively for CPAs and tax professionals.

Available on demand | No charge

About this session:

“There are two tax systems – one for informed and one for the uninformed. Both are legal.” – Judge Learned Hand. Don’t pay retail prices on your taxes! Jim Silbernagel has built his million-dollar practice by focusing on tax-efficiency in planning. Join this session to learn some of Jim’s favorite tax-saving strategies using unique tools that will save your clients thousands in taxes (which frees up cash to do some more investing!)

Key Takeaways:

  • How to reduce, delay, or avoid capital gains taxes
  • How Charitable Lead and Charitable Remainder Trusts can be applied for the middle class
  • How to be a hero to your clients who are sick of the 3 T’s of real estate: Tenants, Toilets, and Termites

Speaker: Jim Silbernagel, CFP®, CEPS, LACP, LUTCF

Jim is both a nationally and internationally recognized speaker. He has spoken for many industry organizations, advisor study groups, and company training events, been published in many industry publications, and been interviewed by numerous financial industry leaders.