Webcast: Smart Tax Planning Strategies for Individuals (WBCL4CYCT516)
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When: 12/23/2016
12:00 PM until 4:00 PM
Where: Webcast
United States
Presenter: Peter M. Bunce, CPA, LLC

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Acronym WBCL4CYCT516
CPE 4 hours
Vendor AICPA
Level Intermediate
Yellow Book No
Prerequisite Basic knowledge of individual income taxation
Who should attend CPAs looking for innovative tax-planning techniques to help clients avoid higher taxes
Members $159
CPA Non-Members $199

The Member rate applies to LCPA members, reciprocal 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.


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


When you complete this course you will be able to:

  • Recall how to increase client wealth by focusing on tax-saving opportunities.
  • 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.


  • Tax-smart strategies for capital-gain assets and fixed-income investments
  • 0.9% and 3.8% Medicare taxes
  • Mutual fund tax strategies
  • Tax-saving ideas for self-employed clients - including ways to reduce self-employment and FICA taxes, strategies for husband-wife businesses, depreciation breaks, and lots more
  • Tax angles for vacation homes, timeshares, and co-ownership arrangements
  • Divorcing clients - tax angles are critically important
  • Understanding the tax implications of personal residence short sales and foreclosures
  • Employer stock options: tax planning moves