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Individual Tax Planning - Tax Staff Essentials
CPE Self-study

Individual Tax Planning - Tax Staff Essentials

Get the latest techniques for building and conserving wealth through proactive tax planning and investment strategies.

$149 - $209
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

10

Author(s)

Bill Bischoff

Availability

1 year

Learning Outcomes
  • 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.
Key Topics
  • Impact of Supreme Court's rejections of Defense of Marriage Act
  • Additional Medicare taxes imposed on high-income taxayers
  • 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
Product Details

Save when you buy the complete Tax Staff Essentials, Level 4 online bundle.

Since the passage of the Tax Cuts and Jobs Act, many clients and businesses are highly focused on the impact of taxes and tax rates on their bottom line. Make sure your clients are protecting themselves from higher taxes.

Completely updated for tax law changes and Tax Court decisions, this course will bring you up-to-date on the latest strategies which will preserve your clients' wealth and ensure your role as a trusted adviser to your clients!

Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies.

Who Will Benefit
  • CPAs looking for innovative tax planning techniques to help clients fight higher taxes
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$209.00
AICPA Members
Online
$169.00
Tax Section Members
Online
$149.00

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Credit Info
CPE Credits
Online
10
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Basic knowledge of individual income taxation
Access
Online
This is a digital product. You will have access to the content for 1 year after purchase date.
Instructors
Bill Bischoff
CPA, MBA
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Individual Tax Planning - Tax Staff Essentials
Select from the following options:
Online
$209.00
Nonmember Price
$209.00
Price excluding sales tax
$209.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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