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Other Benefits America's Tax Solutions® Offers

Other key benefits offered by America’s Tax Solutions™ include: retirement distribution planning, tax planning, estate tax analysis, wealth distribution analysis, qualified plan distribution analysis, annuity strategies and a comprehensive retirement road map.

Education

America’s Tax Solutions™ is committed to providing educational resources and forums to prepare our CPA affiliates to better server their clients and build their business. Many of our educational offerings provide CPE credit.

  • Quarterly regional training meetings and webcasts to share and discuss best practices
  • 24/7 web portal that provides education on demand on a variety of wealth management topics
  • National regional conferences that provide a menu of continuing education

Asset Protection

Many clients have accumulated sizable wealth that needs to e protected form the risks of taxes and inflation, America’s Tax Solutions provides resources and solutions to help advisors properly plan for the protection and transfer of their client’s assets to the next generation, many of these solutions incorporate the use of cash value life insurance and annuities to:
  • Quarterly regional training meetings and webcasts to share and discuss best practices
  • 24/7 web portal that provides education on demand on a variety of wealth management topics
  • National regional conferences that provide a menu of continuing education

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