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

Manage Your Tax Bill For 2020 and Beyond!

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
Manage Your Tax Bill For 2020 and Beyond!

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00390-21-O)

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0391)

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

1 CPE credit of Maryland Tax Related Subjects for Maryland Tax Preparers (Approval No. GEHNZ-U-00390-21-O)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00390-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Financial Intelligence for Entrepreneurs, Executives, and Directors

(1)

Oct 25, 2021 | 09:00 AM EDT View Details

Are You Ready for a Capital Campaign?

Oct 25, 2021 | 09:00 AM EDT View Details

Differences between IFRS and GAAP

(16)

Oct 25, 2021 | 09:30 AM EDT View Details

Corporate External Financial Reporting Decisions

(17)

Oct 25, 2021 | 10:00 AM EDT View Details

Everything You Need to Know About Partnerships

(13)

Oct 25, 2021 | 10:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

(122)

Oct 25, 2021 | 10:00 AM EDT View Details

Basic Concepts of Fixed Asset Accounting

(4)

Oct 25, 2021 | 10:00 AM EDT View Details

Excel Accountant: Internal Control

(6)

Oct 25, 2021 | 10:00 AM EDT View Details

Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements

(20)

Oct 25, 2021 | 10:00 AM EDT View Details

The Structure and Organization of the IRS

(745)

Oct 25, 2021 | 10:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(11)

Oct 25, 2021 | 10:00 AM EDT View Details

IRS Form 1099 Reporting Req. including updates on FORM 1099-NEC (LATEST 2021)

(272)

Oct 25, 2021 | 10:00 AM EDT View Details

Money Laundering Risks and Countermeasures for Accountants and Other Professionals

(9)

Oct 25, 2021 | 10:30 AM EDT View Details

Quickbooks Online for Accountants Work Centre - Managing your Practice

(18)

Oct 25, 2021 | 10:30 AM EDT View Details

Business Killers – 12 Ways to Protect Your Business

Oct 25, 2021 | 10:30 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

Click Here

Course Description

In light of the recent tax reforms, this Online CPE course explores some of the major changes and some different strategies for managing them.

Generally, there are two strategies to choose from in any given tax year. You either want to minimize the income you report to the government in order to reduce your tax bill. Or in certain circumstances, you will want to accelerate income into a year – especially if it is a low-income year and you anticipate higher tax rates in the future. For most of us, we want to minimize our tax bill and most of the techniques we will discuss today center around that. 

However, some years you may want to accelerate income – and there are numerous techniques for that. But definitely talk to your CPA and financial advisor before you start buying or selling. or talk to us. Pushing income from year to year can get tricky and it helps to have expert guidance.

Given all that, let's talk about some ideas for minimizing your tax bill. of course, we cannot say with any certainty which one of these ideas will work for you. It all depends on variables that are unique to you and your family.  But these suggestions are good places to start in managing this year's tax bill.

This online CPE webinar covers the following key topics:

  • The new 2020 tax rates and brackets 
  • Changes to the tax rules. 
  • Strategies for managing your taxes and provide a few ideas for managing your tax bill.
  • Allocating new money in assets tax efficiently
  • Investing in a Health Savings Account
  • Review Distributions from Trusts & Estates
  • Net Investment Income Tax (NIIT) 
  • All about Deductions and Exemptions
Please Click for more webinars on Tax Updates | Tax Planning | Financial Planning etc

Learning Objectives

  • To summarize the 2020 Tax Brackets and Rates
  • To summarize the 2020 Long Term Capital Gains and Rates
  • To identify techniques for managing tax bill
  • To illustrate Tax Efficient Investing strategies
  • To discuss tax benefits of investing in Health Savings Account

Who Should Attend?

  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

4.5

(462)
57%
33%
8%
1%
0%

MB

None

VF

It was a good review of the tax law.

TC

Instructor was very knowledgeable. Slides broke down the more intricate parts of tax brackets and info.

DT

I really enjoy these classes, this instructor spoke clearly, used great examples and made things understandable. Thank you

BP

N/A

HT

A+ Delivery thanks!