Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Guest Expert: Griffin Kale, Holistiplan
Date:
Webinar Replay Description
Join Griffin Kale from Holistiplan as he shares ways you can use a client's tax returns to model strategies that can help them lessen the impact of IRMAA charges and taxes that may result from the
Comments
A few comments from listeners:
Tax PLANNING is incredibly important and valuable... Excellent tool to be able to use with clients for a better understanding of their current/proposed tax liabilities and potential ways to mitigate them.
- Russ H.
Good to be aware about this product. We'll have to look back at another tax review software, too. We'll need to review internally which one will be suitable for us. Thank you for such good program contents.
- Sophit L.
Tax PLANNING is incredibly important and valuable... Excellent tool to be able to use with clients for a better understanding of their current/proposed tax liabilities and potential ways to mitigate them.
- Russ H.
Good to be aware about this product. We'll have to look back at another tax review software, too. We'll need to review internally which one will be suitable for us. Thank you for such good program contents.
- Sophit L.
09.21.2022 - IRMAA
Attendees Comments:
Tax PLANNING is incredibly important and valuable... Excellent tool to be able to use with clients for a better understanding of their current/proposed tax liabilities and potential ways to mitigate them.
- Russ H.
Good to be aware about this product. We'll have to look back at another tax review software, too. We'll need to review internally which one will be suitable for us. Thank you for such good program contents.
- Sophit L.