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BEACH RETREAT: Innovative Tax Tips for Individuals- Peter Towle, CPA (111008-12)

Description

Get the latest techniques for building and conserving wealth through
proactive tax planning and investment strategies. Completely updated for
tax law changes, this course will bring you up to date on ways to save
taxes with strategies for retirement savers, investors, homeowners and
real estate investors, college savers, small business owners and just
about anyone who pays taxes. SPECIAL DISCOUNTED ROOM RATES FOR
ATTENDEES: Discounted room rates at the Clarion Resort Fontainebleau
Hotel. Make hotel reservations by June 2, 2012. You must call the
Clarion at 800-638-2100 and request the special Maryland Association of
CPAs group rate. Two night minimum stay; rates good June 30, 2012 – July
8, 2012. Daily Rates: $189 Standard Double Ocean Front $209 Standard
King Ocean Front (Condos are rented by week only) $ 245 One Bedroom
Condo $365 Two Bedroom Condo $500 Three Bedroom Condo

Learning Objectives
  1. Increase client wealth by focusing on tax-saving angles that are too good to ignore
  2. Implement planning moves opened up by new and recent tax developments
  3. Avoid tax pitfalls
Major Topics
  2. Lots of tax law changes
  3. All about Roth IRAs - including strategies for self-employeds and real estate planners
  4. Perfect storm for ROTH conversions
  5. Tax-saving ideas for self-employed clients - including ways to reduce SE and FICA taxes, strategies for husbanc-wife businesses, depreciation breaks and lots more
  6. Tax angles for vacation homes, timeshares, and co-ownership arrangements
  7. Planning for divorcing clients - tax angles are critically important!
  8. State-of-the-art planning for college - including the new American Opportunity credit, impact of parental capital loss carryovers and last-minute moves for procrasinators
  9. Claiming IRA and 529 plan losses
  10. Taking advantage of new refundable AMT credit
  11. Tax planning for employee stock options
Course Level
Intermediate
CPE Field of Study
Taxes
4
Prerequisites
Basic knowledge of individual income taxation
Location
 
Clarion Resort Fontainebleau Hotel
10100 Coastal Hwy
Ocean City, MD 21842 US
View in Google Maps
Event Information
When
Jul 5, 2012
12:00 pm - 3:30 pm EST
Location
Clarion Resort Fontainebleau Hotel
10100 Coastal Hwy
Ocean City, MD 21842 US
Total CPE Credits
4
Format
In-Person

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$200.00
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BEACH RETREAT: Innovative Tax Tips for Individuals- Peter Towle, CPA (111008-12)

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