CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

12 Tips to Reduce Taxes for you Clients

  • AFSP
  • CFP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CFE
Completed
12 Tips to Reduce Taxes for you Clients

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 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for CPA/PFS

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

1 CE credit of Tax Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 290005)

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

Yellow Book Boot Camp - NFP and Governmental Accounting & Auditing Update

(17)

Oct 22, 2021 | 09:00 AM EDT View Details

Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis

(92)

Oct 22, 2021 | 09:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(10)

Oct 22, 2021 | 09:00 AM EDT View Details

Raising More Money from Your Local Business Community

Oct 22, 2021 | 09:00 AM EDT View Details

IRS Representation Series - Conflicts of Interest

(1)

Oct 22, 2021 | 09:00 AM EDT View Details

Addressing Single Audit Quality in a COVID-19 era

(4)

Oct 22, 2021 | 09:30 AM EDT View Details

Social Media that Kills: Fundraising Pitfalls for NFP Organizations

(48)

Oct 22, 2021 | 09:30 AM EDT View Details

Zero Based Budgeting

Oct 22, 2021 | 10:00 AM EDT View Details

Comprehensive Tax Strategies & Insights On Real Estate

(26)

Oct 22, 2021 | 10:00 AM EDT View Details

Internal Controls for Businesses

(41)

Oct 22, 2021 | 10:00 AM EDT View Details

Best Tax Return Workshop On S Corporation (1120S) - Latest

(33)

Oct 22, 2021 | 10:00 AM EDT View Details

Retirement Plan Governance Best Practices: Essential Documents

(118)

Oct 22, 2021 | 10:00 AM EDT View Details

Excel Accountant: Interactive Spreadsheets

(6)

Oct 22, 2021 | 10:00 AM EDT View Details

Legal and Financial Tax Planning Strategies

(227)

Oct 22, 2021 | 10:00 AM EDT View Details

LeaseCrunch: Lease Accounting Software Rollout Tips

(139)

Oct 22, 2021 | 11:00 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

4.6

(541)
67%
29%
4%
0%
0%

PS

Pamela Sivula, CPA Student, Others

Feb 9th 2021

This was fantastic! I look forward to more tax-shelter discussions and similar. Tax and retirement planning is a strong personal interest of mine (and I've passed all four section of the CPA exam), and this session was exactly what I had hoped it would be! Tax is not a part of day-to-day finance responsibility at work, though, which is why the "in my job" ratings are neutral. I will use this info personally, but not as part of my at-work role.

AB

Aleli Barrera, CRTP

Feb 17th, 2021

I couldn't think of any improvement needed. The program is very effective in all aspects...knowledge and presentation skills of the instructor including handout materials are perfect!

NG

Nadine Ghazzawi, CPA (US)

Jun 14th, 2021

best CPE quality

WT

William Tamayo, EA

Mar 26th, 2021

Great presentation!!

DS

David Schneider, ACCT/BK

Mar 26th, 2021

n/a

QL

Qunfang Luo, CPA (US)

Mar 26th, 2021

Great presentation.

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