Module 06 Discussion - Understanding Tax Shelters

Directions:

You are in the audience attending an estate planning seminar given by a local financial advisor, and they are talking about tax shelters. At the end of the program, the presenters open up the talk to take audience questions.

discuss some of the questions that you would ask the financial advisor about what tax shelters are, their purpose, and the steps you need to take to setup some tax shelters for yourself.