Webcast: Smart Tax Planning Strategies for Individuals (WBCYCT115)
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When: 07/22/2015
12:00 PM until 3:30 PM
Where: Webcast
United States
Presenter: Michael A. Frost, CPA

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Registration Fees
Members $149
Non-Members $199

CPE: 4 hours
Level: Intermediate
Vendor: AICPA
Category: Taxation
Prerequisites: Basic knowledge of individual income taxation
Advanced prep: None

Who should attend: CPAs looking for innovative tax-planning techniques to help clients avoid higher taxes

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