Make sure your clients are protecting themselves from the onslaught of higher taxes. 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 the latest strategies that will keep more money in the hands of your clients and make you look like a hero! TOPICS DISCUSSED • 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 and estate planners • The 100% gain exclusion for qualified small business stock • Personal residence transactions — including short sales and foreclosures • Reverse mortgages can save axes 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 arrangements • Divorcing clients – tax angles are critically important • State-of-the-art tax planning for college expenses • Employer stock options: tax planning moves