Income Tax Planning
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
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