Webcast: Smart Tax Planning Strategies for Individuals (WBCYCT215)
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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!

9/24/2015
When: 09/24/2015
12:00 PM until 3:30 PM
Where: Webcast
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!

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.
Topics
  • Tax-smart strategies for capital-gain assets and fixed-income investments
  • New 0.9% and 3.8% Medicare taxes
  • Mutual fund tax strategies
  • 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
  • Understanding the tax implications of personal residence short sales and foreclosures
  • Employer stock options: tax planning moves