Navigate complex tax rules, recapture provisions, and netting strategies to optimize your clients' financial outcomes.
In the case of many taxpayers, their tax liability is largely dictated by their portfolio. A good year in the markets could spell a large check to the IRS, unless we proactively manage it through tax minimization techniques. In this course, we will explore the different capital gains rates and when they apply. We will look into the details of bracket management on the capital gains side and dig into the details, so that we can figure out how to best manage the situation—and keep money in the client’s pocket!
The curriculum covers essential tax-efficiency methods, exploring concepts such as tax-loss harvesting, navigating the step-up in basis at death, and capital gains deferral strategies. By integrating capital gains tax planning into broader retirement and wealth transfer frameworks, this overview illustrates how careful asset management can minimize tax liabilities, maximize investment returns, and effectively preserve wealth throughout the entirety of the financial lifecycle.
Who Should Attend:
Practitioners who work with retirees and others who generate most of their taxable income from their portfolio.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
