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National Tax Conference 2019

NTA1929 - Monetizing Your Assets (Beyond Looking for Change in the Couch)

Nov 14, 2019 10:40am ‐ Nov 14, 2019 11:30am

Standard: $49.00


This session provides an analysis of the ways CPAs can help clients find untapped sources of funds and how to optimize the tax effects. Topics covered include:

  • Finding and reducing excess expenses including expensive health plans
  • Reducing education expenses
  • Checking unclaimed property reports
  • Acquiring and safely holding virtual currencies
  • Dealing with high equity in a principal residence
  • And many others

Learning Objectives:
  • Understand how to find and take advantage of untapped sources of funds and enable them to fit into tax and investment planning strategies
  • Understand how to improve income from cash and other investments


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