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Webcast: Smart Tax Planning Strategies for Individuals (WBCL4CYCT114)
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Make sure your clients are protecting themselves from the onslaught of 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 keep more money in the hands of your clients and make you look like a hero!

9/26/2014
When: 9/26/2014
7:30 AM until 11:00 PM
Where: Webcast
Presenter: Michael A. Frost, CPA


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Smart Tax Planning Strategies for Individuals

 

Make sure your clients are protecting themselves from the onslaught of 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 keep more money in the hands of your clients and make you look like a hero! 

 

Topics Discussed

      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-employeds and estate planners

      Tax-saving ideas for self-employed clients - including ways to reduce self-employment and FICA taxes, strategies for husband-wife businesses, depreciation breaks, and lots 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

 

Objectives:

 

When you complete this course you will be able to:

      Increase client wealth by focusing on tax-saving opportunities not considered in the past.

      Implement tax-planning moves in light of new and recent tax developments.

      Protect your client from tax pitfalls.

      Anticipate possible tax legislation and position your clients for financial success.

 

Requisite Knowledge: Basic knowledge of individual income taxation

 

Speaker: Michael A. Frost, CPA

Vendor: AICPA

Field of Study: Taxes

Level: Intermediate

CPE Credits: 4

Yellow Book: No

 

Registration Fees

 

 

Members

$149

CPA Non-Members

$199

 

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