Finances
Taxes in Retirement - June 25, 3 - 4 pm
This class will cover different planning strategies that help reduce taxes. It will also discuss the taxation of different retirement account types, how income tax brackets could change, current tax law versus proposed tax law, and whether or not Roth conversions could make sense for you.Estate Tax Planning - Jun 26, 10 - 11 am
Helping people understand how to protect and structure their wealth to plan for now and for future generations. Helping people understand the value of Trusts, Wills, Powers of Attorney, and Healthcare directives. How does one avoid probate?Course Instructor
Austin Beard holds a M.Acc., Accounting and a B.A., Accounting from Utah State University. He also actively holds the designation as a Certified Financial Planner™. He currently works in the financial advising industry for a fee-only firm. He focuses on helping people meet their personal financial goals through strategic financial planning and investing. Before working in the finance realm, he helped with tax preparation and planning at a CPA firm. Austin is married to Jordan Beard and has one daughter with another child on the way. He enjoys going to sports activities and being with his family!
Cancellation & Refund Policy
Individuals are responsible for canceling their registration should they not be able to attend. Refunds will not be issued for non-attendance. Cancellations received before the first day of class will receive a 100% refund. No refunds will be given on or after the first day of class. (Policy 900.920)
About the Class
How to Register
Registration is now open.
Register NowQuestions? Contact Student Services for assistance.
Phone: 435-753-6780
Our Mission
The mission of the Bridgerland Technical College is to deliver competency-based, employer-guided career and technical education to both secondary and post-secondary students through traditional and technology-enhanced
methodologies. This hands-on technical education provides occupational education, skills training, and workforce development to support the educational and economic development of the Bear River Region.