October 30, 2018


In-Person

Colorado Society Of CPAs
7887 E Belleview Ave suite 200, Englewood, Denver County, Colorado 80111-6016


4 CPE

CANCELLED: Smart Tax Planning Strategies for Individuals

October 30, 2018
In-Person
4 CPE

CANCELLED: Smart Tax Planning Strategies for Individuals

  • Instructor

    Jonathan
    Ingber

Learning Objectives

* Recall how to increase client wealth by focusing on tax-saving opportunities.
* 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.

Major Topics

* Tax-smart strategies for capital-gain assets and fixed-income investments
* 0.9% and 3.8% Medicare taxes
* Mutual fund tax strategies
* Tax-saving ideas for self-employed clients – including ways to reduce self-employment and FICA taxes, strategies for husband-wife businesses, depreciation deductions, and lots more
* Tax angles for vacation homes, timeshares, and co-ownership arrangements
* Divorcing clients – tax angles are critically important
* Understanding the tax implications of personal residence short sales and foreclosures
* Employer stock options: tax planning moves

CPE Credits Available

4 CPE
4
Taxes

Colorado Society Of CPAs

7887 E Belleview Ave suite 200, Englewood, Denver County, Colorado 80111-6016

Get Directions

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Basic knowledge of individual income taxation

Advanced Preparation

None

Provider

AICPA - Durham

This event has ended.