Seminar Course Description

Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies

Locations

CITY STATE DATES OFFERED STATE SOCIETY WEBSITE
Gainesville Georgia Nov 25, 2019 GSCPA
Atlanta Georgia Dec 19, 2019 GSCPA
Macon Georgia Aug 22, 2019 GSCPA
Tifton Georgia Aug 27, 2019 GSCPA
Duluth Georgia Sep 17, 2019 GSCPA
Shreveport Louisiana Dec 16, 2019 LCPA
Columbia Maryland Nov 12, 2019 MACPA
Boston Massachusetts Dec 16, 2019 MSCPA
Bloomington Minnesota Nov 14, 2019 MNCPA
Hattiesburg Mississippi May 30, 2019 MSCPA
Gulfport Mississippi Oct 23, 2019 MSCPA
Grand Island Nebraska Sep 16, 2019 NESCPA
Roseland New Jersey Oct 31, 2019 NJCPA
Sioux Falls South Dakota Nov 05, 2019 SDCPAS
Fairfax Virginia Dec 12, 2019 VSCPA
Wausau Wisconsin Oct 23, 2019 WICPA

Make sure your clients are protecting themselves from higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will preserve your clients’ wealth and ensure your role as trusted advisor to your clients! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Learning Objective

When you complete this course you will be able to:

  • Recall how to increase client wealth by focusing on tax-saving opportunities not considered in the past.
  • Apply tax-planning moves in light of new and recent tax developments.
  • Recognize ways to protect your client from tax pitfalls.
  • Recall anticipated possible tax legislation and determine how to position your clients for financial success.

Topics Dicussed

  • Impact of Supreme Court’s rejections of Defense of Marriage Act
  • New 0.9% and 3.8% Medicare taxes
  • Mutual fund tax strategies
  • All about Roth IRAs—including strategies for self-employed individuals and estate planners
  • The 100% gain exclusion for qualified small business stock
  • Personal residence transactions—including short sales and foreclosures
  • Reverse mortgages can save taxes on greatly appreciated residences
  • Converting personal residences into rentals: tax implications
  • Tax-saving ideas for self-employed clients—including ways to reduce SE and FICA taxes, strategies for husband-wife businesses, depreciation breaks and much more
  • Tax angles for vacation homes, timeshares, and co-ownership arrangements
  • Divorcing clients—tax angles are critically important
  • State-of-the-art tax planning for college expenses
  • Employer stock options: tax planning moves
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COURSE CODE

CYCT

FIELD OF STUDY

  • Taxation

CPE CREDIT HOURS

8

KNOWLEDGE LEVEL

Intermediate

INTENDED AUDIENCE

CPAs looking for innovative tax planning techniques to help clients fight higher taxes

PREREQUISITE

Basic knowledge of individual income taxation

ADVANCED PREPARATION

None

DELIVERY METHOD

Group Live, Self-Study Text

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Contact State Societies for Public Seminar Pricing and Additional Information

Copyright © 2006-2019 American Institute of CPAs.