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Performing Tax Planning for Individual Clients – Ideas and Strategies (PRTX)

Customer Rating
Field of Study
Taxes
Level
Intermediate
Credits
4
Qualifies For
CPE



Price:  $39.99
This course provides a practical overview of recent FASB accounting and reporting developments.

Additional information

Credits

4

Format

Self-Study Download

Company Code

Self Study

Yellow Book Approved

0

CFP Approved

0

IRS Approved

0

CTEC Approved

0

Field of Study Credits

Taxes (Technical) (4)

Field of Study Department

Taxes (Technical)

Course Version

2019-01

CPE Approved

1

Pre-requistes:

Experience in individual income tax planning and income tax return preparation

Knowledge Level:

Intermediate

Major Topics:

  • Compensation and fringe benefit issues
  • Review of pertinent changes from tax reform
  • Reading a tax return for developing client-specific tax strategies
  • Identify clients with investment income tax problems and the potential ways to reduce or eliminate them
  • Is the client in the right mix of investment vehicles?
  • All in the family: Tax tactics for spouses, children, and parents 

Learning Objectives:

  • Know the directions in which taxes are changing or are likely to change and how that affects planning
  • Identify areas where individual taxpayers are not taking full advantage of the Code

Designed For:

All practitioners involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques
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