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Smart Tax Planning Strategies for Individuals

Type: Audio Webcast
Date: October 31, 2014
Time: 08:30 AM - 12:00 PM ET
Recommended CPE Credit: 4
*Earn CPE
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This Update is being offered on multiple dates and times. At bottom of page, select the date/time that best fits your schedule.

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!

Topic 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-employeds and estate planners
  • 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
  • State-of-the-art tax planning for college expenses
  • Employer stock options: tax planning moves

Learning Objectives

When you complete this course you will be able to:

  • Increase client wealth by focusing on tax-saving opportunities not considered in the past.
  • Implement tax-planning moves in light of new and recent tax developments.
  • Protect your client from tax pitfalls.
  • Anticipate possible tax legislation and position your clients for financial success.

Who should attend this event:
CPAs looking for innovative tax-planning techniques to help clients fight higher taxes

Field of Study: Taxes
Level:Intermediate
Prerequisites: Basic knowledge of individual income taxation

Important Information on Your CPE Credit

Webcast Annual Pass
Smart Tax Planning Strategies for Individuals
Indvidual CPE
October 31, 2014
Audio Webcast ,
Product# VCL4CYCT006
Availability: Online Access
Live Webcast
Regular:$199.00
AICPA Member:$149.00
Your Price:$199.00
Smart Tax Planning Strategies for Individuals
Indvidual CPE
November 19, 2014
Audio Webcast ,
Product# VCL4CYCT007
Availability: Online Access
Live Webcast
Regular:$199.00
AICPA Member:$149.00
Your Price:$199.00
Smart Tax Planning Strategies for Individuals
Indvidual CPE
December 18, 2014
Audio Webcast
Product# VCL4CYCT008
Availability: Online Access
Live Webcast
Regular:$199.00
AICPA Member:$149.00
Your Price:$199.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.