Webcast: Individual and Financial-Planning Tax Camp (XSIFCP17)
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Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantage. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm.

9/27/2017
When: 09/27/2017
8:00 AM until 4:00 PM
Where: Webcast
SURGENT
IFCP-2017-01-WEBNR-270-01
United States
Presenter: Tony Nitti, CPA


Online registration is closed.
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Acronym XSIFCP17
CPE 8 hours
Vendor Surgent
Category
Taxation
Level Intermediate
Prerequisite Experience in individual income tax planning and income tax return preparation
Adv Prep None
Yellow Book? No
Designed for Those involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques
Registration
Member $239
CPA Non-Member $339

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

Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantage. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm.

Objectives

  • Mine a tax return for tax planning with a client
  • Understand the planning implications of the current environment
  • Determine the best tax strategies for retirement
  • Understand tax planning for the middle-income client

Topics

  • Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
  • Review of legislative proposals
  • Reading a tax return for developing client-specific tax strategies
  • Will there be more changes in the individual tax laws?
  • The net investment income tax: planning for compliance and also for potential repeal
  • Family income-splitting strategies that need to be considered
  • Income tax issues: impact on timing of other income, selection of investments
  • Using Roth IRAs and Roth contribution programs to best advantage
  • Conversions: do they still make sense?
  • Taking distributions: matching timing to client requirements
  • Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed
  • Prioritizing allocations among investment, retirement, and college funding vehicles
  • What to do about itemized deductions: will they still be available?
  • Trans-generational planning: conversions, income and gain-splitting
  • Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
  • Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement