About this Course
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!
- 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