Surgent Live Webinar CPE



IWAR-P01
Strategies and Tactics in the New War Against Higher Individual Taxes

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Date/Time: Monday, July 23, 2012, 11:30 a.m.- 7:30 p.m. Eastern (see all dates)

Presenter(s): Dennis Benvie, CPA

Tax planning strategies are only as good as what they add to the bottom line. With significant tax changes now in place, and additional ones looming in 2013, clients need to review their best options for action. Yet the country is experiencing a transition that will ultimately lead to higher taxes. Clients need to know what they can still do now before the law changes as well as what they can do now to take advantage of the future tax environment.

Major Topics:

  • Up-to-date coverage of tax reform related to deficit reduction
  • The 2013 Medicare tax on earned and unearned income - what you need to do now to reduce the impact of this significant increase in the near future
  • Investment planning in a new age: timing capital gains; coping with the new rates on dividends
  • Compensation
  • Income splitting and shifting tactics
  • How Retirement plans can be used to reduce gross income: which kind is optimal?
  • Tactics for self-employed and owners to maximize pension and IRA contributions
  • Planning for retirement: when should benefits be taken from Social Security? From qualified retirement plans and IRAs?
  • Is it time to convert a §401(k) plan into a Roth contribution plan?
  • Social Security: planning for the increase in retirement age, expansion of the tax to S shareholders
  • Tax planning shelters in a low interest-rate environment
  • Looking above-the-line to help the bottom line
  • Estate planning changes offer income-tax opportunities.
  • Did Family Limited Partnerships survive the 2011-2012 tax reform?
  • Strategies for the small business owner
  • All in the family: benefits, wages, and tax-advantaged investments
  • Financial planning strategies for younger adults
  • Identifying tax opportunities: what a structured review of the tax return can reveal

Learning Objectives:

  • Understand what the tax return tells you about tax planning for the client
  • Understand planning issues for clients whose tax rates are changing under tax reform
  • Understand the planning implications of tax reform

Designed For: All practitioners involved in tax planning for individuals and those who want to understand techniques beyond traditional tax-saving methods

Course Level: Intermediate

CPE Credits: 8, Taxes

Prerequisite: Experience in individual income tax planning and return preparation

Advanced Preparation: None

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