Webcast: Individual Tax Planning Topics (CAITXP15)
Tell a Friend About This EventTell a Friend
 

An ever-evolving tax landscape means you need to stay on your toes and track those provisions that expire and others that are implemented. Learn to chart legislation and standards updates and guide clients and your practice through these precarious tax times. We'll demystify AMT; address plans for charitable giving; explore tax-saving strategies for real estate owners and investors; go step-by-step through a Form 1040; and more. You'll leave with ideas you can use throughout the year to strategi

8/21/2015
When: 08/21/2015
8:30 AM until 4:00 PM
Where: Webcast
Louisiana
United States


Online registration is closed.
« Go to Upcoming Event List  

Registration Fees
Members $275
Non-Members $375

CPE: 8 hours
Level: Intermediate
Vendor: CalCPA
Category: Taxation
Prerequisites: None
Advanced prep: None

Who should attend: CPAs, attorneys and other tax professionals with individual income tax clients who need tax advice and strategy.

An ever-evolving tax landscape means you need to stay on your toes and track those provisions that expire and others that are implemented. Learn to chart legislation and standards updates and guide clients and your practice through these precarious tax times. We'll demystify AMT; address plans for charitable giving; explore tax-saving strategies for real estate owners and investors; go step-by-step through a Form 1040; and more. You'll leave with ideas you can use throughout the year to strategize with clients to minimize tax costs.

Objectives

  • Determine how to integrate year-round tax planning into your practice.
  • Identify techniques for individual tax planning.
  • Identify tax planning opportunities and strategize with your clients about areas that will save them money.


Major Topics
  • Tax planning engagements
  • Interest and dividends tax traps
  • Passive activities
  • The 3.8% Medicare Tax on Net Investment Income
  • Social Security
  • Charitable contribution planning
  • AMT
  • IRAs and other tax deferrals
  • California hot topics