Tax Planning
Master the essentials of tax planning, from understanding federal income taxes to optimizing your financial strategies as a non-citizen working in the U.S.
Topics Covered
Demystifying Federal Income Taxes
Ever wondered how your tax refund is calculated? Find out in this enlightening course. Decode the complexities of federal income taxes with real-life examples and hands-on workbook exercises. Gain clarity on how taxes function and unravel the intricacies of the current tax law. You'll also discover fundamental strategies for reducing your tax burden.
Tax Planning Strategies
Unlock the full potential of tax reduction strategies in this course. Dive deep into the array of benefits, including credits and deductions, available for optimizing your tax planning. Explore how tax considerations impact retirement, employee benefits, investments, family planning, and charitable giving, and emerge with the expertise to minimize your tax burden.
Financial and Tax Planning for Employees Holding Work Visas
Are you a visa holder working in the United States? Discover the essential aspects of financial and tax planning as they pertain to you. Delve into the intricacies of income taxation, estate, and gift taxes. Learn how tax treaties impact your financial landscape. Understand how 401(k) income and Social Security payments fit into your tax profile. This course empowers you with knowledge about the unique financial rules affecting non-citizens.
Your Monthly Roadmap for Year-Round Success
Enhance your team's financial wellness with our expertly curated Financial Knowledge Planner. Leveraging over 35 years of experience, this invaluable resource offers a month-by-month guide to financial education that resonates with employees and delivers real results.
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