With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client. Continuously updated for the latest legislation and IRS guidance.
Objectives:
Identify areas where individual taxpayers are not taking full advantage of the Code
Know the directions in which taxes are changing or are likely to change and how that affects planning
Required Knowledge:
Experience in individual income tax planning and income tax return preparation
Who Should Attend?
All practitioners involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques
Qualifies for Yellowbook: No
Qualifies for Enrolled Agent: Yes
Field of Study: Taxes
CPE: 4.00