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This course will enable the practitioner to better understand many of the abusive
insurance and annuity-based products being marketed to your clients and how you can
alleviate exposure to IRS scrutiny.

Objectives:  

Identify potentially abusive deductions claimed on your client’s tax return
Enable the practitioner to advise his clients so they can avoid IRS penalties and
deduction disallowances.

Learn the pros and cons of the current strategies being employed by financial
professionals in developing comprehensive financial plans for individuals and businesses
Learn to avoid financial exposure to yourself and your clients for aggressive insurance,
retirement and financial planning strategies being marketed today
Prerequisite: None

Accepted for CFP® credit.

Text
Product# 733720

Availability:In Stock
Regular:$150.00
AICPA Member:$120.00

Your Price:$150.00
Lawyer4Audits.com
Defending and protecting businesses, financial professionals, and individuals
from IRS audits, Insurance companies and Brokerage firm
s.

Experts
Advise
Expertly
Serving Clients Nationwide
Abusive Small Business Hot Spots,
by Sid Kess

Author/Moderator: Lance Wallach, CLU, CHFC, CIMC

Publisher: AICPA