ITPS
MAKE MONEY FOR YOU AND YOUR CLIENTS:
SURGENT McCOY’S TOP INDIVIDUAL TAX PLANNING STRATEGIES
Tax planning strategies are only as good as what they add to the bottom line. You want to retain clients, your firm wants to generate more revenue, and your clients simply want their wealth to grow. This course focuses on practical, innovative ideas and techniques that you and your clients can put into action today.
Major topics include:
- Coverage of the Emergency Economic Stabilization Act of 2008
- New kiddie tax issues in 2008 - what to do now
- Identifying tax opportunities: what a structures review of the tax return can reveal
- What can be done for clients facing the Alternative Minimum Tax
- Estimated tax issues and solutions
- Options: an overlooked option
- Strategies with investments that save taxes
- Where to find the best credit cards
- Taking an interest in interest
- College planning strategies
- Using §529 plans as a retirement vehicle
- Building Coverdell Educational Savings Accounts for greater tax savings
- Strategies for the small business owner
- Tactics for self-employed and owners to maximize pension and IRA contributions
- New wash sale rules
- Identifying deductions investors and other clients may be missing
- How the spouse can earn significant tax benefits
- Roth IRAs for children: no minor matter
- Trans-generational IRAs
- Tax and financial strategies for clients approaching or in retirement
- Tapping the tax resources of residences
- Seven financial planning strategies for younger adults
- Financial calculations made easy online
Designed
for: All practitioners involved in tax planning for individuals and those who want to understand techniques beyond traditional tax-saving methods.
Level
of knowledge: Intermediate
Field
of study: Taxes
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