Harris Sinsley of Monarch Capital will present this educational session on the background, mechanics, and benefits of state and federal tax credits. A significant value add for any and every advisor. At the very least, SC state tax credits can be utilized by every taxpaying client and every advisor in the room.
This presentation describes why the state has created these credits, how they benefit the state, how taxpayers can utilize the credits, the risks and the benefits. Also, a brief description on federal transferable credits, which entail certain limitations the state credits do not have.
Significant value add opportunity for all advisors, which many are already working with but all should know about.
Earn 1 hour of CFP credit
Members $20 Nonmembers $25 Students $10
FPA of South Carolina is a 501(c)6 non-profit organization.
