12 Tips to Reduce Taxes for you Clients

Course Details

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Course Description

We know you’re already well aware of the fact that there are significant changes made to the tax code on an annual basis. You’re also familiar with how detailed these new regulations can be, and how challenging it sometimes is to commit them to memory or to even make sense of them in the first place. 

With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This webinar presents the most important income tax planning ideas for your clients which you need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client.

This interactive 1 CPE/CE credit course will provide you several planning ideas that can be implemented, including:

  • HSA’s and HRA’s to reduce medical costs
  • Use of the new version of Kiddie Tax
  • IRS agents’ hit list including Meals & Travel
  • Like-Kind Exchanges – IRC 1031 – The Best Tax Shelter ever
  • IRC 121 – Exclusion of gain on sale of personal residences
  • Medical Dependents – A missed opportunity to save families money
  • Reasonable compensation – Save Payroll Taxes while generating QBI deductions
  • Understanding IRC 754 to avoid malpractice

Webinar Qualifies for

  • 1 CPE credit of Taxes for all CPAs
  • 1 CE credit of Federal Tax for Oregon Tax Preparers
  • 1 CE credit of Federal Tax for Maryland Tax Preparers
  • 1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )
  • 1 CE credit of Federal Tax Subjects for CRTPs (CTEC Approved - 6273)
  • 1 General Educational credit for Tax Professionals/Bookkeepers/Accountants

Learning objectives

  • To learn and consider some popular tax planning techniques & ideas.
  • To learn how to reduce taxes using legal and tested methods
  • How to convince clients to consult their professionals to avoid missing tax saving opportunities
  • To work with other professional to design tax savings transactions
  • To Identify areas where tax reform may have a more significant impact for individuals and businesses

About Presenter

Jason Dinesen, EA, LPA

Advisor, Dinesen Tax & Accounting, P.C.

jason@dinesentax.com

Jason Dinesen is the President of Dinesen Tax & Accounting, P.C., a public accounting firm in Indianola, Iowa. His practice focuses on accounting and bookkeeping services, tax preparation and business advising to individuals with a business focus ranging from home-based businesses to multistate corporations and not-for-profits. Dinesen has extensive experience working with a third-party administrator of retirement plans and is a prior presenter of multiple 1099 seminars. Dinesen majored in corporate communications with a minor in management from Simpson College.

Unlike some other accounting firms, when Dinesen Tax & Accounting, P.C. says we offer personal service, we mean it. When you come to us with your tax preparation needs, you’ll deal directly with our owner and president, Jason Dinesen. We don’t put administrative staff in the middle of you and our tax expert. That means you’ll always have first-hand knowledge of where things stand, and important information won’t slip through the cracks. We welcome all clients, but especially individuals who want the benefits of a long-term relationship with an accounting firm capable of handling anything that might come along with their taxes. We give all our clients the time, attention, and convenience they should expect. If you have a challenging professional or personal schedule, Jason will accommodate you by meeting whenever – and wherever – works best for you.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

IRS Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary

CTEC Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

upcoming Live CPE Webinars

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
Advanced Excel Skills for Accountants
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
CPAs and Financial Planners Understanding Critical Concepts of Trusts and Estates
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, September 22, 2020 | 10:00 AM EDT View Details/Register
Sales Tax in the Post Wayfair Environment
Tuesday, September 22, 2020 | 10:30 AM EDT View Details/Register
BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065)
Tuesday, September 22, 2020 | 08:00 AM PDT View Details/Register
Individual International Tax Issues - Comprehensive Coverage
Tuesday, September 22, 2020 | 08:00 AM PDT View Details/Register
NEW FORM 941, FORM 7200, ERC, TAX CREDITS UNDER FFCRA, & OTHER PAYROLL UPDATES IN COVID-19
Tuesday, September 22, 2020 | 11:00 AM EDT View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Tuesday, September 22, 2020 | 12:00 PM EDT View Details/Register
Where Do They Go Wrong? – Using Risk Assessment to Improve Audit Effectiveness
Tuesday, September 22, 2020 | 12:00 PM EDT View Details/Register
Business Activity Taxes – Where are businesses and their owners required to file and pay state income taxes?
Tuesday, September 22, 2020 | 12:30 PM EDT View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Tuesday, September 22, 2020 | 01:30 PM EDT View Details/Register
Guide to Depreciation Under The TCJA 2020
Tuesday, September 22, 2020 | 01:30 PM EDT View Details/Register
CARES Act Changes and Benefits Affecting Real Estate Owners
Tuesday, September 22, 2020 | 02:00 PM EDT View Details/Register
Understanding Fraud, The Basics
Tuesday, September 22, 2020 | 02:00 PM EDT View Details/Register
  • Cost FREE
  • CPE Credits 1
  • CE Credits 1
  • IRS Course ID GEHNZ-T-00231-20-O
  • CTEC Course ID 6273-CE-0239
  • Subject Area Taxes
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent Tax Attorney Tax Practitioners Bookkeeper CPA - Small Firm CPA - Mid Size Firm Accounting Firm CPA (Industry) Tax Firm Young CPA Entrepreneurial CPA Tax Accountant (Industry) Tax Director (Industry) Tax Managers Accounting Managers Tax Preparer
  • Handout Material Download

upcoming Live CPE Webinars

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
Advanced Excel Skills for Accountants
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
CPAs and Financial Planners Understanding Critical Concepts of Trusts and Estates
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, September 22, 2020 | 10:00 AM EDT View Details/Register
Sales Tax in the Post Wayfair Environment
Tuesday, September 22, 2020 | 10:30 AM EDT View Details/Register
BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065)
Tuesday, September 22, 2020 | 08:00 AM PDT View Details/Register
Individual International Tax Issues - Comprehensive Coverage
Tuesday, September 22, 2020 | 08:00 AM PDT View Details/Register
NEW FORM 941, FORM 7200, ERC, TAX CREDITS UNDER FFCRA, & OTHER PAYROLL UPDATES IN COVID-19
Tuesday, September 22, 2020 | 11:00 AM EDT View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Tuesday, September 22, 2020 | 12:00 PM EDT View Details/Register
Where Do They Go Wrong? – Using Risk Assessment to Improve Audit Effectiveness
Tuesday, September 22, 2020 | 12:00 PM EDT View Details/Register
Business Activity Taxes – Where are businesses and their owners required to file and pay state income taxes?
Tuesday, September 22, 2020 | 12:30 PM EDT View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Tuesday, September 22, 2020 | 01:30 PM EDT View Details/Register
Guide to Depreciation Under The TCJA 2020
Tuesday, September 22, 2020 | 01:30 PM EDT View Details/Register
CARES Act Changes and Benefits Affecting Real Estate Owners
Tuesday, September 22, 2020 | 02:00 PM EDT View Details/Register
Understanding Fraud, The Basics
Tuesday, September 22, 2020 | 02:00 PM EDT View Details/Register