Webcast: Individual Tax Planning Topics (CAITXP16)
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When: 08/19/2016
8:30 AM until 4:00 PM
Where: Webcast
United States
Presenter: Karen Brosi, EA, CFP

Online registration is closed.
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CPE8 hours
PrerequisiteBasic knowledge in individual income taxes.
Adv PrepNone
Who should attend CPAs, attorneys and other tax professionals with individual income tax clients who need tax advice and strategy.
CPA Non-Members $375

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.


An ever-evolving tax landscape means you need to stay on your toes and track those provisions that expire and others that are implemented. Learn to chart legislation and standards updates and guide clients and your practice through these precarious tax times. We'll demystify AMT; address plans for charitable giving; explore tax-saving strategies for real estate owners and investors; go step-by-step through a Form 1040; and more. You'll leave with ideas you can use throughout the year to strategize with clients to minimize tax costs.

Materials are provided as an ebook.


  • Determine how to integrate year-round tax planning into your practice.
  • Identify techniques for individual tax planning.
  • Identify tax planning opportunities and strategize with your clients about areas that will save them money.


  • Tax planning engagements
  • Interest and dividends tax traps
  • Passive activities
  • The 3.8 percent Medicare Tax on net investment income
  • Social Security
  • Charitable contribution planning
  • AMT
  • IRAs and other tax deferrals
  • California hot topics