DiscoverSavvy Estate PlanningAdvanced Strategies to Lower YOUR Income Taxes: Tax Tips!
Advanced Strategies to Lower YOUR Income Taxes: Tax Tips!

Advanced Strategies to Lower YOUR Income Taxes: Tax Tips!

Update: 2025-10-09
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Income Taxes explained: lower income taxes w/advanced tax tips and tricks from financial expert advice, tax planning strategies 👉Book a Call at https://cunninghamlegal.com/book-your... to get the best advanced tax planning and wealth management tips. Surprisingly few financial advisors and CPAs offer significant strategies for reducing your taxes and only the very wealthy seem to know the secrets for keeping their income streams out of the hands of the IRS. With the upcoming huge tax law changes, you need this kind of advice more than ever. In this legal webinar, we explore some advanced tax strategies you can employ to lower your income taxes this year and beyond. The main thing is that you plan ahead and don’t wait until tax time to take action! Among the topics we cover are: The “Tax Benefit” concept and the five tax benefits including a tax credit, tax deduction, tax deferral, paying someone else’s taxes, avoiding tax penalties Strategies for W2 workers and Retirees Strategies for business owners Listed transactions 401Ks ROTH conversions Oil and gas Charitable remainder trusts (CRT) Charitable remainder unitrusts (CRUT) Retirement charitable lead annuity trust (RLCAT) Gifting RMDs to charity Gifts of stock vs. gifts of cash Annuities Strategies for real property owners and 1031 exchanges Qualified Business Income (QBI) S Corp Cash Balance Pension Plans (CBPP) Commercial solar It’s crucial to put together an “A-Team” of a financial advisor, CPA, tax attorney, and a California Estate Planning Attorney so you can take advantage of the same tax planning strategies as the very rich! This legal webinar will give you the basics so you can do just that! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/advanced-strategies-to-lower-your-income-tax/ To learn more about tax planning, click here: https://www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/ 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! © 2021 CunninghamLegal 8.3.23

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Advanced Strategies to Lower YOUR Income Taxes: Tax Tips!

Advanced Strategies to Lower YOUR Income Taxes: Tax Tips!