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Webcast: Smart Tax Planning Strategies for Individuals (WBCL4CYCT16)
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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!

1/19/2016
When: 01/19/2016
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: Tax
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!

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


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