YEPI-W02
Post-Election Year-End Tax Planning Ideas for Individuals

Best Value! Buy a webinar package and save
-- choose the Unlimited Webinar Package or the eight- and sixteen-credit packages.

Date/Time: Monday, November 26, 2012, 1-3 p.m. Eastern (see all dates)

Presenter(s): Michael Tucker, CPA, Bob Lickwar, CPA, MST

Now that the election is over and the end of the year is quickly approaching, CPAs need to discuss with clients the best tax planning strategies and ideas. There is still uncertainty as to what Congress might do, but we need to understand and communicate to clients their best options.

Major Topics:

Should clients accelerate or defer income or deductions in 2012?
An in-depth discussion of how the new 3.8% Medicare tax coming into law in 2013 requires tax planning in 2012
Is this the last year to convert an IRA to a Roth IRA?
Should you take out distributions of your corporation's E&P before year-end?
How should you handle capital gains and losses this year?
Critical issues to control AGI in 2013, and what to do now
...and much more

Learning Objective:

Understand the best year-end tax strategies to employ for clients

Designed For: Any tax practitioner wishing to understand and apply the top individual tax planning strategies to his or her individual clients before the end of 2012

Course Level: Intermediate

CPE Credits: 2, Taxes

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

Advance Preparation: None

YEPI-W02 Post-Election Year-End Tax Planning Ideas for Individuals

Best Value! Buy a webinar package and save -- choose the Unlimited Webinar Package or the eight- and sixteen-credit packages.

YEPI-W02
Post-Election Year-End Tax Planning Ideas for Individuals

Best Value! Buy a webinar package and save
-- choose the Unlimited Webinar Package or the eight- and sixteen-credit packages.