CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

12 Tips to Reduce Taxes for you Clients

4.6 (1737)

Jason Dinesen, EA, LPA

Dinesen Tax & Accounting, P.C.

Friday, January 08, 2021 | 01:30 PM EDT

  • AFSP
  • CFP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CFE

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00231-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0239)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPD credit (Verifiable) of Personal Financial Planning Process for PFSs

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00231-20-O)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00231-20-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

the fundamentals of peos: everything you need to know to find, refer and work with a professional employer organization

(85)

Aug 03, 2021 | 02:00 PM EDT View Details

niche strategy: grow your bottom line with high value clients

Aug 03, 2021 | 02:00 PM EDT View Details

cracking the corruption code

(3)

Aug 03, 2021 | 02:00 PM EDT View Details

retirement plan beneficiary disasters and how to avoid & fix them

(2)

Aug 03, 2021 | 02:00 PM EDT View Details

employment law issues must know for accountants

(6)

Aug 03, 2021 | 02:30 PM EDT View Details

sox identifying and documenting controls

Aug 03, 2021 | 03:00 PM EDT View Details

multistate tax compliance: where and when businesses are subject to state taxes

(111)

Aug 03, 2021 | 03:30 PM EDT View Details

the art of effective communication

(30)

Aug 03, 2021 | 03:30 PM EDT View Details

creating a development (fundraising) plan for your non-profit

Aug 04, 2021 | 09:00 AM EDT View Details

mastering irs representation

Aug 04, 2021 | 09:00 AM EDT View Details

what to do when you owe sales tax to the government

(36)

Aug 04, 2021 | 09:30 AM EDT View Details

financial economic sustainability performance

Aug 04, 2021 | 09:30 AM EDT View Details

smarter social security

(149)

Aug 04, 2021 | 10:00 AM EDT View Details

sox internal controls for accounts payable, receivable & inventory

(2)

Aug 04, 2021 | 10:00 AM EDT View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(4)

Aug 04, 2021 | 10:00 AM EDT View Details

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

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

Who Should Attend?

  • Accounting Firm
  • Accounting Managers
  • Bookkeeper
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 1737
    [average] => 4.5918
)
 

4.6

(1737)
66%
29%
5%
0%
0%

TC

The presenter was concise, knowledgeable and delivered excellent articulation. The content was excellent, timely and appropriate for the time frame. Good timing on a refresher course. Thank you very much for this webinar.

LT

This really helps to reconcile what what before and what is new to ponder upon as we approach the upcoming Tax Season

MC

I especially liked the conformation that the back door Roth IRA applies to the total of ones retirement plans. So many financial planners are not well versed on this issue.

JA

The instructor seems to be knowledgeable in his field but so much of the information is not finalized by the IRS and therefore did not provide the expected information that I was looking for. Only time will correct this, I'm sure.

NP

This CPE was very informative and highlighted lot of new changes for taxes in 2020 that will be helpful during the upcoming tax season.

SF

I've found myCPE to be a very comprehensive, economical and community thoughtful CPE provider organization. I will continue to support myCPE.