CPE: 4 hours
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!
When you complete this course you will be able to:
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
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.