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

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



Price:  $ 39.99

With the far-reaching changes brought about by recent tax reform, flexible planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client. Continuously updated for the latest legislation and IRS guidance.

Additional information

year

2022, 2023

version

01

Credits

4

Format

On Demand

Pre-requistes:

Experience in individual income tax planning and income tax return preparation

Knowledge Level:

Intermediate

Major Topics:

  • Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
  • Review of pertinent changes from recent legislation
  • Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
  • Overview of major CARES Act and ARPA changes related to individual taxpayers
  • Compensation and fringe benefit issues
  • All in the family: Tax tactics for spouses, children, and parents
  • Reading a tax return for developing client-specific tax strategies
  • Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them

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

Customer Reviews

Based on 3 reviews
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P
Pamela N. (Wilmington, US)
Useful course

This course was very helpful and I have already found myself using what I learned to prepare, sort, and filter tables in Excel.

J
Jennifer S. (Foster, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)

L
Lauren V.D. (Montgomery Village, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)