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2022 AICPA & CIMA ENGAGE

ENG22EL11 - Education Lab #1 (1:15) Tax-Efficient Strategies for Your Clients: Periodic Payments vs. Lump Sum, presented by MetLife


Jun 7, 2022 1:15pm ‐ Jun 7, 2022 1:40pm


Standard: $49.00

Description

Whether your clients are receiving funds from a property or business sale, they count on you to help them evaluate tax-efficient strategies and protect their funds from market volatility and overspending. Learn how to help your clients convert their lump sum into periodic payments to defer their tax liability and help protect their proceeds. In this presentation, we will discuss tax-efficient advantages of periodic payments versus a lump sum, how periodic payments can help fund a client’s retirement and case examples in which clients were able to defer their tax liability.

Learning Objectives:
  • Identify the tax-efficient advantages of periodic payments versus a lump sum for for selling real estate, commercial property or a business
  • Recognize how periodic payments can help fund a client’s retirement
  • Recall case examples in which clients were able to defer their tax liability

Speaker(s):

  • Bejan Shirvani, CLU, ChFC, Assistant Vice President, Structured Settlements, MetLife

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