Reducing Your Marginal Income Tax Brackets Through Strategic Investments and Tax Planning
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Speaker : BRUCE WARNER
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When : Tuesday, June 17, 2025
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Time : 01 : 00 PM EST
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Bruce Warner, CPA owns a CPA practice in Salt Lake City, Utah where he specializes in helping clients with tax planning and to implement financial strategies to increase wealth and well-being. He has previously had Series 7 and 63 securities licenses. He is now licensed as a CPA and life agent in Utah. His insurance and annuities business are affiliated with Global Financial Impact.
His practice has focused on taxes since 2009, and prior to that, he worked for a major CPA firm and worked in the Oil and Gas Industry. He consulted with large energy businesses for 15 years with a Washington DC consulting firm, Brown, Williams, Moorhead & Quinn, Inc.
Objective: Equip participants with strategies to minimize taxable income and optimize financial outcomes.
Subtopics:
- Understanding Marginal Tax Brackets and the Taxation System
- Proper Use of Tax-Advantaged Accounts: 401(k), IRA, HSA, and Self-Employed Pension Plans (SEP IRA)
- Strategic Investments: Tax Free Income, Real Estate, and Tax-Loss Harvesting. The case for vacation rentals.
- Investments in Oil and Gas: Tax Benefits and Risks
- Investing in Businesses with High First Year Depreciation Deductions
- Leveraging Indexed Universal Life (IUL) Insurance Policies for tax free income
- Roth IRAs: Tax-Free Growth and Withdrawals
- Roth IRA Conversions: Timing and Tax Implications
- Timing Income and Deductions
- Charitable Contributions and Tax Credits
- Home Office Deductions and Optimizing Automobile Deductions
- Investments in Business Equipment: Section 179 and Bonus Depreciation
- Working Effectively with Tax Professionals
Areas Covered
- Investing in money in strategic investments to reduce taxes
- The importance of multiple streams of passive and active income
- How to arrange your life in a tax-smart manner
- Have more investment funds via tax reductions
- Timing is a key to many solutions
- Do good for yourself while doing good for society
Who Should Attend
High-income professionals and small business owners
Why Should You Attend
If your taxes were too high last year, and will be in 2025 unless you act in a new way, what have you done to ensure a better result for 2025? Do you know what to do? Do you know how to do it?
Do you think you can’t do anything if you are an employee?
If you own a business, do you know how to maximize its potential tax-reducing benefits?
If you would like some guidance on these issues, this course is for you.
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$160.00
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