Legal and Financial Tax Planning Strategies

4.5 (219)

Glen Wagstaff

Inter Vivos, PLLC

Thursday, March 04, 2021 | 01:30 PM EST

  • AFSP
  • CFSA
  • CPA
  • CVA
  • EA
  • Tax Pros
  • PFS
  • TEP
  • CTEC
  • CFE

1.5 CPE | 1 CE

$15

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit for Certified Fraud Examiners (CFEs)

1.5 CPE credit for Certified Financial Services Auditor (CFSA)

1.5 CPE credit of Taxes for all CPAs

1.5 CPD credit (Verifiable) for CPA/PFS

1.5 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

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 for Oregon Tax Preparers

1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

email extinguisher: simple steps to shrink the inbox

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Dec 31, 2020 | 02:30 PM EST View Details

executive overview of repatriation of foreign earnings (topic 606)

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Feb 01, 2021 | 10:00 AM EST View Details

excel accountant: taming large spreadsheets

Feb 04, 2021 | 10:00 AM EST View Details

kpi’s (key performance indicators): how to implement them and achieve success through them

(5)

Feb 09, 2021 | 10:30 AM EST View Details

dealing with irs collections division (part i)

(207)

Feb 18, 2021 | 01:30 PM EST View Details

excel accountant: pivot tables part 1

Mar 01, 2021 | 09:30 AM EST View Details

quickbooks: tricky & complex situations for advance learners

(212)

Mar 01, 2021 | 09:30 AM EST View Details

year-end payroll updates (latest)

(744)

Mar 01, 2021 | 09:30 AM EST View Details

most profitable strategies for cpa firms: 11 specific strategies of the most successful cpa firms

Mar 01, 2021 | 09:30 AM EST View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(81)

Mar 01, 2021 | 10:00 AM EST View Details

annual federal tax update - individuals (form 1040)

(209)

Mar 01, 2021 | 10:00 AM EST View Details

estate and financial planning: latest topics and best techniques

(14)

Mar 01, 2021 | 10:00 AM EST View Details

intermediate/advanced course on educational tax credit benefits and financial planning

(984)

Mar 01, 2021 | 10:00 AM EST View Details

corporate external financial reporting decisions

(37)

Mar 01, 2021 | 10:00 AM EST View Details

fraud update - latest 2020

(40)

Mar 01, 2021 | 10:00 AM EST View Details

Course Description

Taxes are an important and unavoidable financial aspect of life for both individuals and businesses. Tax planning is an art which helps you save taxes by using every possible tax provisions. It warrants optimization of your tax savings and minimizing your tax outgo yet within the framework of law. This webinar will provide you full gamut of tax overview for different business structures. 

Key points included in the webinar:

  • Different Business Structures and their impact tax planning
  • Common mistakes Business Owners make in tax planning
  • How to plan Income Shifting and using Family Owned Businesses for tax planning
  • How you can do best Tax Deduction Planning using an Attorney
  • Three Capital Gains Strategies - Charities and Charitable Remainder Trusts, Deferred Sales Trusts, ERISA Plans
  • Retirement and Tax Planning Strategies
  • Estate Planning and Taxes – How to avoid giving your kids a big tax burden

This webinar will be a great value for 

Learning Objectives

  • To identify different Business Structures and how they impact tax planning
  • To recognize mistakes Business Owners make in tax planning
  • To explore Income Shifting and using Family Owned Businesses for tax planning
  • To recognize an Attorney is your best resource for tax deduction planning
  • To explore three Capital Gains Strategies

Who Should Attend?

  • Finance Pros
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • Finance Director
  • Senior Accountant
  • VP Finance
  • Accounting Managers
  • Staff of Accounting Firm

Testimonial

4.5

(219)
62%
32%
6%
0%
0%

TH

good

LT

na

MV

good

SS

none

JV

Mechanical problems with the zoom software caused problems. The class was five stars.

JW

This was the first mycpe course, I will watch for more