Individual Tax Planning

Date: December 29, 2017 Time: 9:00 am - 5:00 pm EST Location: Online CPE: 8 Format: Webcast
EVENT 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 DISCUSSED • 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

LEARNING 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
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Practitioner Tax
CPE FIELD OF STUDY
Taxes (8.0 Credits)
WHO SHOULD ATTEND
CPAs looking for innovative tax planning techniques to help clients flight higher taxes
COURSE LEVEL
Intermediate
LOCATION
Online Webcast

MACPA MEMBER


$ (% off)
$249.00
Price includes $xx early registration discount(s) - expires xx/xx

NON-MEMBER


$ (% off)
$319.00
Price includes $xx early registration discount(s) - expires xx/xx
REGISTER FOR THIS EVENT
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