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Smart Tax Planning Strategies for Individuals

Type: Video Webcast
Date: July 22, 2015
Time: 01:00 PM - 04:30 PM ET
Recommended CPE Credit: 4
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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
Prerequisites: Basic knowledge of individual income taxation

Important Information on Your CPE Credit

Smart Tax Planning Strategies for Individuals
Indvidual CPE
July 22, 2015 1:00 pm ET - 4:30 pm ET
Video Webcast
Product# VCL4CYCT010
Availability: Online Access
Live Webcast
AICPA Member:$149.00
Your Price:$199.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.