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Manage Your Tax Bill For 2020 and Beyond!

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CRTP
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

In light of the recent tax reforms, this Online CE 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/CE webinar covers the following key topics:

  • The new 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 tax brackets and rates
  • To summarize the 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 a health savings account

Recommended For

This IRS-Approved CE course is recommended for CPAs, EAs, AFSPs, and Other Finance and Tax Professionals providing guidance to their clients in tax matters.

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

Course Qualification

Webinar Qualifies For

  • 1 CE Credit of Maryland State Tax related Subjects for Tax Professionals (Approval No. GEHNZ-U-00390-21-O)
  • 1 CE Credit of Federal Tax Update for Tax Professionals (Approval No. GEHNZ-U-00390-21-O)
  • 1 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
  • 1 CE Credit of Federal Tax Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00390-21-O)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal Tax Law Update for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0391)
  • 1 CE Credit of Taxes for Annual Filing Season Program (AFSP)

Presenter

About Presenter

Daven Sharma

Certified Public Accountant (CPA) Abundance Advise

DAVEN SHARMA is a recognized Educator, Author, Speaker, and CEO of Abundance Advisers, a Bay Area financial planning and wealth management firm.

“Our proprietary system 7-Steps to Financial Abundance is a holistic approach to financial planning.  We first understand our clients’ goals and timeline and then build customized solutions around them.  It is not about getting the highest rate of return; it is about attaining those lifetime financial goals,” Daven says.

Daven earned his BS in Accounting from the University of Delhi, India.  After migrating to United States in 1985, he earned CPA and CFP® designations.  In 2016, he founded Academy of Financial Planning, a non-profit organization devoted to providing free financial education to all, as he believes that everyone deserves an opportunity to be financially independent.

Daven lives in Dublin, CA and enjoys reading and travel in addition to spending time with his family and a rescued puppy Lilah.

About Company

Abundance Advise

www.abundanceadvisers.com/

Abundance Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

657 Ratings

Excellent

358

Very Good

227

Average

63

Poor

6

Terrible

3

CF

Chrishanthi Fernandopulle, EA

Jan 3rd, 2022

the course met my expectations, thanks

LC

Lynne Celia, CFP (US)

Jan 3rd, 2022

one of the best courses i've taken so far!

GG

Gregory Glass, EA

Jan 3rd, 2022

Real world examples from an engaging instructor. Thanks!

PGN

Prasanth Gopalakrishnan Nair, EA

Dec 6th, 2021

good session

LB

Leslie Blackwell, CPA (US)

Dec 1st, 2021

Excellent course. I plan to check the schedule to see if it is reoffered as I would like a second listen!

Manage Your Tax Bill For 2020 and Beyond!

$10

1 Credit

Subject Area

Taxes

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