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! Topics Discussed • 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
CPAs looking for innovative tax-planning techniques to help clients avoid higher taxes
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