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Top Individual Tax Planning Strategies That Save Clients Money (ITSM)

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Self-Study SELECT STARTING AT $49 (On Demand)

On-Demand Webcast

Credits: 2

Qualifies For: IRS CPE

$49
  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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Top Individual Tax Planning Strategies That Save Clients Money (ITSM)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    2
  • Qualifies for

    IRS CPE

Overview

Tax practitioners are intensely motivated to help their individual clients save money by utilizing the most effective and efficient tax planning strategies. This program discusses many new and time-tested individual tax planning strategies they can help their individual clients apply.

Major Topics:

  • Making maximum use of the lower individual tax rates
  • Minimizing or eliminating exposure to the 3.8% tax on net investment income
  • Taking advantage of Roth IRA and traditional IRA opportunities
  • How to minimize Social Security and self-employment taxes
  • Reducing the cost of college by taking maximum advantage of college related tax benefits
  • Transferring income generating property to lower marginal income family members
  • Maximizing employer provided health benefits  
  • New or late breaking legislative or regulatory developments with an impact on individual tax strategy

Learning Objectives

  • Implement new tax planning ideas and strategies that will save clients tax dollars.

Designed for:

Any tax practitioner wishing to understand and apply the top individual tax planning strategies to his or her individual clients

Prerequisite:

A basic understanding of the tax rules relating to the income taxation of individuals

Advanced Preparation:

None

  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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