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 CPE 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!
Learning Objectives
Determine when selling capital assets, business assets, and real estate are to a client’s advantage
Apply like-kind exchange rules under Section 1031
Identify ways to advise clients on how to minimize taxes on employer stock options and employer stock held in qualified retirement plan accounts
Differentiate between incentive stock options (ISOs) and nonqualified stock options (NQSOs)
Determine ways to help clients obtain maximum tax savings from vacation home and timeshare properties
Differentiate between the rules for “regular” vacation homes, timeshares, and co-ownership deals
Determine appropriate federal income tax advice for clients who are separated, divorcing, or divorced
Recall ways to help middle-class clients identify college financing tax breaks
Identify tax-saving college financing maneuvers for higher-income clients who are ineligible for the well-known education tax breaks
Identify strategies of husband-wife businesses that will reduce Social Security and Medicare taxes
Identify strategies for how parents can employ their children through their closely held business
Key Topics
Maximizing 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,Roth IRA Conversions, Withdrawals, and Retirement Planning
Roth IRA Estate Planning
Maximizing Tax Benefits for Personal Residence Transactions
Tax Planning Opportunities with Vacation Homes, Timeshares, and Co-Ownership Arrangements
Tax Planning for Marital Splits and Married Same-Sex Couples
Self Employed Planning to Reduce Social Security and Medicare Taxes
Self Employed Health Benefits Strategies
Tax-Wise College Financing for Middle-Class Clients
Tax-Smart College Financing Maneuvers for High-Income Clients and Procrastinators
Who will it benefit?
CPAs looking for innovative tax planning techniques to help clients reduce their tax burden
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