Webcast: Top Individual Tax Planning Strategies That Save Clients Money (XSITSM117)
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Tax practitioners are intensely motivated to help their individual clients save money by utilizing the most effective and efficient tax planning strategies. This program discusses many new and time-tested individual tax planning strategies they can help their individual clients apply.

 Export to Your Calendar 6/20/2017
When: 06/20/2017
12:00 PM until 2:00 PM
Where: Webcast
Surgent
ITSM-2017-01-WEBNR-171-01
United States
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA


Online registration is available until: 6/20/2017
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AcronymXSITSM117
CPE2 hours
VendorSurgent
Category
Taxation
LevelIntermediate
PrerequisiteA basic understanding of the tax rules relating to the income taxation of individuals
Adv PrepNone
Yellow Book?No
Designed forAny tax practitioner wishing to understand and apply the top individual tax planning strategies to his or her individual clients
Registration
Member$89
CPA Non-Member$114

The Member rate applies to LCPA members, other 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.

Course Description

Tax practitioners are intensely motivated to help their individual clients save money by utilizing the most effective and efficient tax planning strategies. This program discusses many new and time-tested individual tax planning strategies they can help their individual clients apply.

Objectives

  • Implement new tax planning ideas and strategies that will save clients tax dollars.

Topics

  • Making maximum use of the lower individual tax rates
  • Minimizing or eliminating exposure to the 3.8% tax on net investment income
  • Taking advantage of Roth IRA and traditional IRA opportunities
  • How to minimize Social Security and self-employment taxes
  • Reducing the cost of college by taking maximum advantage of college related tax benefits
  • Transferring income generating property to lower marginal income family members
  • Maximizing employer provided health benefits  
  • New or late breaking legislative or regulatory developments with an impact on individual tax strategy