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Year End Tax Incentives and Investment Strategies for Your Clients

  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CIPM
Year End Tax Incentives and Investment Strategies for Your 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-00760-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0703)

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

1 PL credit for Certificate in Investment Performance Measurement (CFA Institute)

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00760-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00760-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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(13)

Nov 29, 2021 | 09:00 AM EST View Details

SOX Internal Controls for Accounts Payable

(8)

Nov 29, 2021 | 09:30 AM EST View Details

Accounting & Tax Implications of Credit Losses

(2)

Nov 29, 2021 | 09:30 AM EST View Details

Investigating and Resolving Sexual Harassment Claims

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Nov 29, 2021 | 09:30 AM EST View Details

Quickbooks for Desktop PC Exploring the Interface - For Beginners

(17)

Nov 29, 2021 | 10:00 AM EST View Details

Excel Accountant: Intro to Spreadsheets In-Depth

(6)

Nov 29, 2021 | 10:00 AM EST View Details

Yellow Book Boot Camp – Introduction to NFP and Governmental Accounting & Auditing

(11)

Nov 29, 2021 | 10:00 AM EST View Details

Best Overview on Individual Tax Updates Latest (Basic)

(137)

Nov 29, 2021 | 10:00 AM EST View Details

Report Writing Techniques for Audit Professionals

Nov 29, 2021 | 10:00 AM EST View Details

Auditing & Attest Update - Hot Topics For Current Period Audits And Other Attest Services

(1)

Nov 29, 2021 | 10:00 AM EST View Details

Adding Value through Plan Governance: Essential Documents

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Nov 29, 2021 | 10:30 AM EST View Details

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

(126)

Nov 29, 2021 | 11:00 AM EST View Details

Everything You Need to Know About Partnerships

(15)

Nov 29, 2021 | 11:00 AM EST View Details

Employment Branding and YOU!

Nov 29, 2021 | 11:00 AM EST View Details

Effectively Handling CP 2100 letter and B Notices

Nov 29, 2021 | 11:00 AM EST View Details

Course Description

As 2021 winds down, potentially new and higher taxes loom large for next year. How will this affect your clients’ savings?

You still have time to minimize the impact of taxes in 2021.

Studies have consistently shown that clients are looking for a proactive approach from their CPAs. This includes identifying tax saving strategies, eliminating surprises, understanding their industry, and being more strategic. During this CPE webinar, Heidi Henderson, Executive Vice President with Engineered Tax Services will discuss tax incentives and investments that can be discussed with clients and considered in their year-end tax planning sessions. Strategies include the purchase of equipment, private jet (fractional) ownership, energy efficient upgrades in vehicles and properties, accelerating deprecation, R&D credits for innovation, and employment tax credits.

This CE webinar will help you identify potential partners, and provide a checklist with benchmarks for identifying when a client might utilize these savings.

Major topics covered in this CE course:

  • Tax Efficiencies relating to the investments
  • Cost Segregation
  • R & D tax credits
  • Conservation Easements
  • Alternative Investments
  • Captive Insurance

Learning Objectives

  • Identify statistics demonstrating that clients desire their CPAs to take a proactive approach
  • Explore tax and investment strategies that can be implemented as part of yearend tax planning with your clients
  • Understand when these strategies can be helpful to your clients
  • Discover what to look for in potential partners who can help implement these strategies

Who Should Attend?

  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant
  • Enrolled Agent
  • Finance Pros
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional

Testimonial

4.5

(205)
55%
40%
5%
0%
0%

KM

Learned a lot!

UB

This was a very informative webinar.

PP

The instructor was perfect! She presented the topic in a very clear and detailed manner. Learned much!

JS

Outstanding as always. I can rely on my CPE to bring the latest and pertinent info.

MB

Presenter was great and had some solid tips and examples

AD

Good