Webcast: Individual Tax Planning (XAITP217)
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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 that will keep more money in the hands of your clients and make you look like a hero!

 Export to Your Calendar 8/29/2017
When: 08/29/2017
8:00 AM until 4:00 PM
Where: Webcast
AICPA
1371130:8D5E293B87F6D70A11E4115558084591
United States
Presenter: William Harden


Online registration is available until: 8/27/2017
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Acronym XAITP217
CPE 8 hours
Vendor AICPA
Category
Taxes
Level Intermediate
Prerequisite Basic knowledge of individual income taxation
Adv Prep None
Yellow Book? No
Designed for CPAs looking for innovative taxplanning techniques to help clients flight higher taxes
Registration
Member $249
CPA Non-Member $319

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

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 that will keep more money in the hands of your clients and make you look like a hero!

Topics

  • Impact of Supreme Court’s rejections of Defense of Marriage Act
  • New 0.9% and 3.8% Medicare taxes
  • Mutual fund tax strategies
  • All about Roth IRAs – including strategies for self-employed and estate planners
  • The 100% gain exclusion for qualified small business stock
  • Personal residence transactions — including short sales and foreclosures
  • Reverse mortgages can save axes on greatly appreciated residences
  • Converting personal residences into rentals: tax implications
  • Tax-saving ideas for self-employed clients – including ways to reduce SE and FICA taxes, strategies for husband-wife businesses, depreciation breaks and much more
  • Tax angles for vacation homes, timeshares, and co-ownership arrangements
  • Divorcing clients – tax angles are critically important
  • State-of-the-art tax planning for college expenses
  • Employer stock options: tax planning moves

Objectives
When you complete this course you will be able to:

  • Recall how to increase client wealth by focusing on tax-saving opportunities no considered in the past
  • Apply tax-planning moves in light of new and recent tax developments
  • Recognize ways to protect your client from tax pitfalls
  • Recall anticipated possible tax legislation and determine how to position your clients for financial success