Course Information

Location: Online Webcast

Date: Tuesday, 8/20/24

Time: 2:00 pm – 4:00 pm

Unlock the full potential of tax reduction strategies in this course. Dive deep into the array of benefits, including credits and deductions, available for optimizing your tax planning. Explore how tax considerations impact retirement, employee benefits, investments, family planning, and charitable giving, and emerge with the expertise to minimize your tax burden.

Learning Outcomes 

• Explain how to expand your options for saving in an employer sponsored retirement plan.
• Analyze the unique tax saving characteristics of Health Savings Accounts and Flexible Spending Accounts.
• Identify how to navigate towards increasing your Roth IRA accounts for you and your children. Discuss tax gain harvesting as a way to take advantage of lower income years. 
• Recall how to capture losses from investments for a tax advantage including the wash sale rule. Select investments that provide tax advantages through asset location. 
• Evaluate the tax advantages of education funding through a 529 Plan. 
• Illustrate the merits of using a Donor Advised Fund for fulfilling charitable planning and giving objectives. 
• Outline relevant energy and electric vehicle tax credits. 
• Summarize the tax implications of giving assets during life and leaving assets upon death.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

How to Register:

County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.

Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.