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Year-End Tax Planning Ideas for Individuals (YEPI)

Wednesday, December 21, 2016
01:00 PM - 03:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA

Lance Weiss, CPA, CVA

  • Format Webinar
  • Credits 2
  • Level Intermediate
  • Field of Study Taxes (2)

Overview

Tax practitioners are intensely motivated to help their individual clients save money by utilizing the most effective and efficient tax planning strategies. This program gives audience members both new as well as time-tested individual tax planning strategies they can help their individual clients apply before the end of the year.

Major Topics:

  • The most effective individual tax planning ideas, including the following:
    • Making maximum use of the lower individual tax rates by deferring income and accelerating deductions
    • Taking maximum advantage of available individual tax deductions and credits made permanent by the PATH Act
    • Taking advantage of traditional IRA and Roth IRA opportunities and employer-provided retirement plans
    • Minimizing self-employment taxes
  • Reducing the cost of college by taking maximum advantage of college related tax benefits
  • Shifting deductions and income to the most advantageous year
  • Avoiding the individual shared responsibility payment

 

Learning Objectives

  • Be able to advise clients on tactics and strategies that allow them to maximize tax benefits available to them before the end of the year

Who should take this course:

Any tax practitioner wishing to understand and apply individual tax planning strategies to his or her individual clients before the end of the year

A basic understanding of the tax rules relating to the income taxation of individuals

None

Yes

No

No

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