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:
Vasquez Services / QuickBooksEnEspanol.com
Business Advisor and Strategist
[email protected]
(786) 505-1113
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.