The many changes made to the Internal Revenue Code 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. Working systematically through Form 1040, the practitioner will be given many ideas on how to reduce taxes through advance planning.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
DESIGNED FOR
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
BENEFITS
- To teach the practitioner to chart alternatives and guide clients through complex tax issues based on Form 1040
- To provide strategies for reviewing a prior year’s tax return and identifying tax planning opportunities
HIGHLIGHTS
- Integration of Planning
- Child issues
- Alimony issues
- Other divorce issues
- Death of a client
- Terminally ill issues
- Damages and attorney fees
- Retirement issues
- Medical expenses
- Fringe benefit issues
- Disaster losses
- Kiddie tax issues
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).