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Tax Torpedoes
Course Information
Content Level: Intermediate
NAPFA Subject Area: D-Income Tax Planning
Course Description

Many taxpayers (and financial planners!) assume that knowing the marginal bracket system is sufficient to determine the outcome of adding or reducing income. But the interplay between different types of income - as well as the phasing in and out of credits and taxes - introduces all sorts of surprising outcomes. Like an underwater weapon that you never see coming, a tax torpedo can blow up a well-intentioned recommendation, resulting in a higher-than-anticipated tax bill and bad feelings all around. Join this webinar to learn about some of the more common tax torpedoes and how you can see them coming.

This Partner Solutions webinar is sponsored by Holistiplan, a 2023 Strategic Partner of NAPFA, and is a repeat of their session from the NAPFA Spring 2023 National Conference.

Learning Objectives

1. Understand a broad overview of the federal tax system

2. Learn how various components of the tax code work together, potentially in unforeseen ways

3.  Identify the more common issues that increase or decrease taxes beyond the simple application of marginal tax brackets

Ben Birken, CFP®

Ben Birken is the owner and founder of Pisces Financial Advisors in Chapel Hill, NC. He is an active member and volunteer for NAPFA, having served on the South Region Board (as president and chair), Leadership Development Committee, and multiple national conference planning committees.

Additionally, Birken serves as the Vice President of Customer Success and Engagement at Holistiplan, which provides tax planning software solutions for advisors. He was an early adopter and champion of Holistiplan at his advisory firm, before joining the company to help existing users maximize the substantial value that Holistiplan can bring to their practices.

Availability: Retired
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
No Credit Offered
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