Webcast: Individual Tax Planning Topics (XCITXP17)
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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. Follow examples that will 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. Walk away with ideas that can be used throughou

8/25/2017
When: 08/25/2017
8:30 AM until 4:00 PM
Where: Webcast
CALCPA
4172287E
United States
Presenter: Karen Brosi, EA, CFP


Online registration is closed.
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Acronym XCITXP17
CPE 8 hours
Vendor CalCPA
Category
Taxation
Level Intermediate
Prerequisite Basic knowledge in individual income taxes.
Adv Prep None
Yellow Book? No
Designed for CPAs, attorneys and other tax professionals with individual income tax clients who need tax advice and strategy.
Registration
Member $245
CPA Non-Member $375

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

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. Follow examples that will 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. Walk away with ideas that can be used throughout the year to strategize with clients to minimize tax costs.

Materials are provided as an ebook.

Objectives

  • 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.

Major Topics

  • 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