How Investors Can Beat the IRS: 10 Step-by-Step Recipes

Classroom

Come join Bill Baldwin, Investment Strategies Editor at Forbes, to learn tax tips for investors from a true expert. The class will be part lecture, part Q&A, and all worthwhile! Demystification guaranteed.

You'll walk away from this class knowing how to:

get tax-free dividends from cash-rich companies like Berkshire Hathaway.
know where to park assets so that the IRS can't grab your profits.
make your teenage kid rich by staking him to a Roth IRA.
beat the IRS "wash sale" rule that hurts stock traders.
figure out when deferring tax bills works and when it backfires.
get the most out of the foreign tax credit.
make a certain kind of partnership a clever part of your estate plan.
... and more!

Prerequisites

Come prepared with any knotty tax questions you want answered!

Project Guide by Bill Baldwin

Editor, Forbes

Bill Baldwin is Investing Editor at Forbes Magazine. Possibly even more than Tim Geithner, Bill loves filling out tax forms - he's been an enrolled agent for 33 years.

Bill's focus is on investment strategies. His philosophy is that it is hard, but not impossible, to beat the market, and that it i... view full bio

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Fri, Apr 20th, 2012