LEGAL AND FINANCIAL TAX PLANNING STRATEGIES

4.5 (219)

Glen Wagstaff

Inter Vivos, PLLC

  • AFSP
  • CPA
  • EA
  • Tax Pros
  • PFS
  • TEP
  • CTEC

1.5 CPE | 1 CE

$15

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1.5 CPD credit (Verifiable) for CPA/PFS

1.5 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

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

1 CE credit of Federal Tax for Oregon Tax Preparers

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 Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

Overview

  • Why should you be discussing Proactive Planning with your Clients?
    6 mins
  • Tax Diversification
    16 mins
  • Income Shifting
    30 mins
  • Charitable Planning
    38 mins
  • ERISA & Retirement Planning
    51 mins
  • Deferral Strategies
    62 mins
  • Transfer Tax Planning
    76 mins

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
  • To explore Retirement and Tax Planning 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