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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Cut Your Client’s Tax Bill: Individual Tax Planning Tips and StrategiesCOURSE ID: CYCT
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 which will preserve your clients’ wealth and make you look like a hero!

DESIGNED FOR: CPAs looking for innovative taxplanning techniques to help clients fight higher taxesFIELD OF STUDY: TaxesLEVEL: IntermediatePREREQUISITES: Basic knowledge of individual income taxationCOURSE PRODUCER: AICPACREDITS: 8.0OBJECTIVES:
  • 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.
HIGHLIGHTS:

• 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 individuals and estate planners • The 100% gain exclusion for qualified small business stock • 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 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

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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