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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Smart Tax Planning Strategies for IndividualsCOURSE ID: CL4CYCT
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 keep more money in the hands of your clients 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: 4.0OBJECTIVES:
  • Recall how to increase client wealth by focusing on tax-saving opportunities.
  • 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:

• Tax-smart strategies for capital-gain assets and fixed-income investments • 0.9% and 3.8% Medicare taxes • Mutual fund tax strategies • Tax-saving ideas for self-employed clients – including ways to reduce self-employment and FICA taxes, strategies for husband-wife businesses, depreciation deductions, and lots more • Tax angles for vacation homes, timeshares, and co-ownership arrangements • Divorcing clients – tax angles are critically important • Understanding the tax implications of personal residence short sales and foreclosures • 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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