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Unlocking New Tax Credits for Your Clients: A Guide To Maximize Retirement


Cost Free
Presentation Length 1.0 hour

Recorded DateApril 6, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

We are part of the change that the government has brought to our lives. Yes, as accountants, CPAs, tax professionals, and tax planners, we are here to make a difference. With the new legislation (SECURE 2.0 Act), which includes many new tax incentives, we must be prepared to help our clients succeed. At the same time, we have the opportunity to grow our businesses with new services and expertise. Let's dive into the world of maximizing retirement and building a living legacy that can benefit you, your clients, and the generations to come.

This class will cover various topics, including understanding the different benefits of each retirement plan available, how to help clients choose the right plan for their needs, and strategies for maximizing tax benefits. The class will also cover recent changes to tax laws that have created new opportunities for retirement savings, including the SECURE 2.0 Act. You will learn how to leverage these changes to help your clients save more for retirement while minimizing their tax liability. Gain the knowledge and tools you need to help your clients unlock new tax credits and maximize their retirement savings.

Learning Objectives:

  • Outline the different benefits of each retirement plan available and the pros and cons of each

  • Summarize the tax credits and deductions that can help clients save money on their taxes while contributing to their retirement savings 

  • Recognize recent changes to tax laws, such as the SECURE 2.0 Act, to help clients maximize their retirement savings and minimize their tax liability

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Vanessa's superpower is to inspire Hispanic entrepreneurs to create a living legacy with their businesses by combining strategic plans, bulletproof processes, and strong finances with their passion and material talent. Destroying the kryptonite of small business, which is the lack of knowledge, Vanessa presents the correct tools and methods for businesses to grow and expand. Her main focus has always been helping business owners streamline their financial management processes through education and the application of technology.

As a Latina Entrepreneur for more than 17 years and Wonder Mom, Vanessa recognizes the importance of providing learning opportunities and financial solutions for the rapidly growing Spanish-speaking small business community. She received the prestigious award of Top ProAdvisor of the Year for her expertise and certifications. She is the creator and producer of Conferencia F.I.T., a conference on Finance, Innovation, and Technology for the Hispanic Community. Content Creator for the Firm of The Future, CPA Academy, Insightful Accountant, and Intuit Trainer Writer Network member. Named Top App-Ologist for the Top 100 ProAdvisors. Advanced Certified ProAdvisor on QuickBooks Online and QuickBooks Desktop.

About Our Sponsor

Finhabits logo
Finhabits is the first bilingual personal finance platform for Latinos in the US. Finhabits helps Latinos invest for the future and build wealth; take video classes on healthy financial habits; and find and enroll in affordable, quality coverage and services from the Health Insurance Marketplace. Finhabits also creates educational tools for the Latino community covering a variety of topics, including how to invest in the stock market, what is compound interest, how stocks and bonds work, how to invest in real estate in the United States, what is an IPO, and how to build smart financial habits.