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Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies

Author/Moderator: Bill Bischoff, CPA, MBA
Publisher: AICPA
Availability: Backordered
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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

  • Tax Benefits for Sales of Capital Gain Assets and Real Property
  • Planning for Employer Stock Options, Employer Stock Held in Retirement Accounts, and Restricted Stock
  • Net Investment Income taxes
  • Mutual fund tax strategies
  • All about Roth IRAs - including strategies for self-employeds and estate planners
  • 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 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

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.

Prerequisite: None

Advanced Preparation: None

NASBA Field of Study: Taxes
Level: Intermediate
Recommended CPE Credit: 16.5
Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies
Text , 2014
Product# 732190
Availability: Backordered
Regular:$218.75
AICPA Member:$175.00
Your Price:$218.75
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