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Webcast: Top 10 AMT Causes and Planning Strategies (CAAMTX4116)
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7/8/2016
When: 07/08/2016
10:30 AM until 2:00 PM
Where: Webcast
CALCPA
4162552B
United States
Presenter: Karen Brosi, EA, CFP


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AcronymCAAMTX4116
CPE4 hours
VendorCalCPA
Category
Taxation
LevelIntermediate
PrerequisiteBasic knowledge of individual income taxes.
Adv PrepNone
Who should attend CPAs, attorneys and other tax professionals with individual income tax clients who need a thorough understanding of AMT causes and solutions.
Members$120
CPA Non-Members $188

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Description

There can be much confusion surrounding who has to pay the alternative minimum tax. Stay current on the rules by exploring the top 10 causes of AMT and dive into planning opportunities for each particular area. Learn how multiple-year planning strategies can affect the AMT's impact in future years, as well as how capital gains impact AMT. In addition, we'll demystify Form 8801, look at ways to ensure your clients get the most of their minimum tax credit and review AMT issues specific to California.

Materials are provided as an ebook.

Objectives

  • Identify how the alternative minimum tax is calculated and its relationship to the regular tax.
  • Recall the principal adjustments that cause individuals to fall subject to AMT.
  • Outline techniques for explaining the AMT to clients in simple and concise terms.
  • Calculate the minimum tax credit and learn to apply it in future years.
  • Identify tax planning strategies for minimizing the impact of AMT.

Topics

  • AMT history, calculation and exclusion amounts
  • Capital gains and AMT
  • Kids and AMT
  • Married filing separate issues
  • Minimum tax credit
  • California AMT and tax planning strategies for Californians
  • AMT preferences and adjustments

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Kenner, LA 70062-4739

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