Smart Tax Planning Strategies for Individuals (11W089A-15)
Description
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 which will keep more money in the
hands of your clients and make you look like a hero!
Learning Objectives
Increase client wealth by focusing on tax-saving opportunities
Implement tax-planning moves in light of new and recent tax
developments
Protect your client from tax pitfalls
Anticipate
possible tax legislation and position your clients for financial
success
Major Topics
Tax-smart strategies for capital-gain assets and fixed-income
investments 0
9% and 3
8% Medicare taxes Mutual fund tax strategies
Tax-saving ideas for self-employed clients - including ways to reduce
self-employment and FICA taxes, strategies for husband-wife businesses,
depreciation breaks, and lots more Tax angles for vacation homes,
timeshares, and co-ownership arrangements Divorcing clients - tax
angles are critically important Understanding the tax implications of
personal residence short sales and foreclosures Employer stock
options: tax planning moves
