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· 1 hour

Unlocking Tax Savings with ITaxplanIQ

Monday, May 12, 2025 · 8:16 p.m. · Central Time (US & Canada)
Note: This webinar is part of a multi-session recurring webinar: Unlocking Tax Savings with ITaxplanIQ.
About This Webinar

Join us for an exclusive webinar as we dive into tax-saving strategies that can revolutionize your financial planning!

In collaboration with TaxPlanIQ & I-TaxPlan, we're bringing you expert insights from Javier Gonzalez, Co-Founder and Chief Tax Strategist, I-TaxPlan and Jackie Meyer, Founder of TaxPlanIQ. They will unravel powerful tax-saving strategies, including:

Captive Insurance: Discover how you can enjoy tax-free premiums of up to $2.65 million per year. Learn how to finance premiums over 11 months, enhance your estate planning, and secure legitimate insurance policies for catastrophic risks.
Installment Sale: Explore this excellent capital gains planning tool that provides full liquidity after five years while completely eliminating capital gains tax. You'll gain more liquidity compared to a DST (Delaware Statutory Trust).
Charitable Gift Financing: Unlock up to a 60% deduction on your Adjusted Gross Income (AGI). This strategy helps you stay liquid, includes a tax opinion letter, offers flexible loan terms, and creates additional investment capital.

Don't miss out on this opportunity to optimize your tax planning and financial strategies.

Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter Jackie Meyer, CPA
CEO of Meyer Group | Founder of TaxplanIQ
Hosted By
Jackie Meyer Group webinar platform hosts Unlocking Tax Savings with ITaxplanIQ
Webinars, CPE, and Training from Jackie Meyer Group, TaxPlanIQ, Certified Concierge Accountant, and Certified Concierge Tax Advisor. Visit Jackie.CPA for more
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