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12 Tips to reduce taxes for your clients

Douglas Stives, CPA, MBA

Monmouth University

Thursday, December 19, 2019 | 10:00 AM EDT

  • CPA
  • EA

2 Credits

$20

Subject Area

Taxes

Upcoming Webinars

Course Description

This lively 2 credit course will navigate several planning ideas that work 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
  •       Avoid malpractice – understand IRC 754

Every participant will learn about at least one planning idea they never considered

Learning Objectives

  • Consider some popular planning techniques and some not well known ideas
  • Explain how to reduce taxes using legal and tested methods
  • How to convince clients to consult their professionals to avoid missing tax saving opportunities
  • Working with other professional to design tax savings transactions

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • Business Owner
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • QB Pro Advisor
  • Senior Accountant
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA