CPE: 4 hours
Prerequisite: 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
Yellow Book: No
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:
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.
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