Smart Tax Planning Strategies for Individuals (11W448-16)
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
Recall how to increase client wealth by focusing on tax-saving
opportunities
Apply tax-planning moves in light of new and recent tax developments
Recognize ways to protect your client from tax pitfalls
Recall anticipated possible tax legislation and determine how to
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
