Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies (CYCT19)
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Make sure your clients are protecting themselves from 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 which will preserve your clients’ wealth and ensure your role as trusted advisor to your clients! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

 Export to Your Calendar 12/16/2019
When: December 16, 2019
8:30 AM until 4:30 PM
Where: Hilton Garden Inn/Homewood Suites
2015 Old Minden Road
Garden Event Center
Bossier City, Louisiana  71111
United States
Presenter: Andew Blum


Online registration is available until: 12/16/2019
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Acronym CYCT19
CPE 8 hours
Vendor AICPA
Category
Taxation
Level Intermediate
Yellow Book? No
Registration Early Bird Standard
Members* $315 $365
CPA Non-Members $415 $465
The Early Bird rate is good through 12/1.

*The member rate applies to LCPA members, other state CPA 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.

Texas CPAs: Our Texas State Board of Public Accountancy Sponsor number is #010423.

AICPA members receive an additional $30 off the registration fee for this course.

Discount made at the time of checkout. Qualifying members should have received a promo code via email — if you are unsure whether you qualify, or you lost/never received your code, please call the LCPA Member Service Center at 504.464.1040 or 800.288.5272 to get your promo code.

Course Description
Make sure your clients are protecting themselves from 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 which will preserve your clients’ wealth and ensure your role as trusted advisor to your clients! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Objectives

  • Recall how to increase client wealth by focusing on tax-saving opportunities not 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.

Major 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 individuals and estate planners
  • The 100% gain exclusion for qualified small business stock
  • Personal residence transactions - including short sales and foreclosures
  • Reverse mortgages can save taxes 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

Designed For: CPAs looking for innovative tax planning techniques to help clients fight higher taxes

Prerequisite: Basic knowledge of individual income taxation