Course Detail

Income Tax Planning


Since Congress's 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.


 Impact of Supreme Court's rejections of Defense of Marriage Act
 New 0.9% and 3.8% Medicare taxes
 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
 Divorcing clients-tax angles are critically important
 State-of-the-art tax planning for college expenses
 Employer stock options: tax planning moves


When you complete this course you will be able to:
 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.


Basic knowledge of individual
income taxation

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