The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals. Careful tax planners must weigh current rules with an eye toward the future. This course will assist the practitioner in charting alternatives and guiding clients through these complex tax times. Planning is a year-round process, and this course is loaded with ideas that can be used throughout the year to reduce taxes. Among the ideas discussed will be the Alternative Minimum Tax, charitable giving, tax-saving strategies for real estate owners and investors, and much more. Working systematically through Form 1040, the practitioner will be given many ideas on how to reduce taxes through planning.
Understanding the health care laws, Health savings accounts (HSAs), Alternative Minimum Tax-how to deal with it, Roth IRAs-proper use, The importance of AGI in tax planning, Alternative techniques and strategies using Section 529 plans, Small business owner strategies, Retirement planning strategies, Income shifting to children-a revised strategy, Strategic estate planning advice integrated with income tax planning
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
At the end of this course, you will be able to List alternatives and guide clients through complex tax issues based on Form 1040, Recognize strategies for reviewing a prior year’s tax return and identifying tax planning opportunities.
Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd
4.94 stars out of 5 - speaker rating for 2019
“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees
Non-Member Price $300.00
Member Price $250.00