New MACPA.org Launching 4/1! Stay tuned for a brand new online experience.

BEACH RETREAT: Tax Planning Based on Form 1040 Part 2 – Art Werner, JD., MST. (1BR012-14)

Description

The many changes made to the Internal Revenue Code since 2001 have
created numerous unique planning opportunities for individuals. Careful
tax planners must weigh current rules with an eye toward the future.
This course will assist the practitioner in charting alternatives and
guiding clients through these complex tax times. Planning is a
year-round process, and this course is loaded with ideas that can be
used throughout the year to reduce taxes. Among the ideas discussed will
be the Alternative Minimum Tax, charitable giving, tax-saving strategies
for real estate owners and investors, and much more. Working
systematically through Form 1040, the practitioner will be given many
ideas on how to reduce taxes through advance planning.

Learning Objectives
  1. To teach the practitioner to chart alternatives and guide clients through complex tax issues based on Form 1040
  2. To provide strategies for reviewing a prior year's tax return and identifying tax planning opportunities.
Major Topics
  1. Health savings accounts (HSAs)
  2. Alternative Minimum Tax-how to deal with it
  3. Roth IRAs-proper use
  4. The importance of AGI in tax planning
  5. Alternative techniques and strategies using Section 529 plans
  6. Coverdell Educational Savings Accounts
  7. Small business owner strategies
  8. Retirement planning strategies
  9. Income shifting to children-a revised strategy
  10. Strategic estate planning advice integrated with income tax planning
Course Level
Basic
CPE Field of Study
Taxes
4
Location
 
Clarion Resort Fontainebleau Hotel
10100 Coastal Hwy
Ocean City, MD 21842 US
View in Google Maps
Event Information
When
Jul 3, 2014
7:30 am - 11:00 am EST
Location
Clarion Resort Fontainebleau Hotel
10100 Coastal Hwy
Ocean City, MD 21842 US
Total CPE Credits
4
Format
In-Person

MEMBER


$ (% off)
$150.00

NON-MEMBER


$ (% off)
$200.00
Become A Member

Register for this Event

BEACH RETREAT: Tax Planning Based on Form 1040 Part 2 – Art Werner, JD., MST. (1BR012-14)


Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×