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CPE Self-Study
Individual Tax Planning - Tax Staff Essentials
NASBA FIELD OF STUDY
Taxes
LEVEL
Intermediate
CPE CREDITS
Online: 10.0
Get the latest techniques for building and conserving wealth through proactive tax planning and investment strategies.

Tax Section Members Receive an Additional $20 off the Member Price!

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Find out more information on the Tax Section.

CPE On-Demand
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  • Windows 7 to present

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Product details

Who Will Benefit?

  • CPAs looking for innovative tax planning techniques to help clients fight higher taxes

Key Topics

  • Impact of Supreme Court's rejections of Defense of Marriage Act
  • Additional Medicare taxes imposed on high-income taxayers
  • Mutual fund tax strategies
  • All about Roth IRAs—including strategies for self-employed individuals and estate planners
  • The 100% gain exclusion for qualified small business stock
  • Personal residence transactions—including short sales and foreclosures
  • Reverse mortgages can save taxes on greatly appreciated residences
  • Converting personal residences into rentals: tax implications
  • Tax-saving ideas for self-employed clients—including ways to reduce SE and FICA taxes, strategies for husband-wife businesses, depreciation breaks and much more
  • Tax angles for vacation homes, timeshares, and co-ownership arrangements
  • Divorcing clients—tax angles are critically important
  • State-of-the-art tax planning for college expenses
  • Employer stock options: tax planning moves

Learning Objectives

  • Recall how to increase client wealth by focusing on tax-saving opportunities not considered in the past.
  • Apply tax-planning moves in light of new and recent tax developments.
  • Recognize ways to protect your client from tax pitfalls.
  • Recall anticipated possible tax legislation and determine how to position your clients for financial success.

Save when you buy the complete Tax Staff Essentials, Level 4 online bundle.

Since the passage of the Tax Cuts and Jobs Act by The U.S. Congress, many clients and businesses are highly focused on the impact of taxes and tax rates on their bottom line. Make sure your clients are protecting themselves from higher taxes.

Completely updated for tax law changes and Tax Court decisions, this self-study course will bring you up-to-date on the latest strategies which will preserve your clients' wealth and ensure your role as a trusted adviser to your clients.

Table of contents
Ratings and reviews
Author(s)

Bill Bischoff, CPA, MBA

Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Price:
$209.00
Member Quantity:
Nonmember Quantity:
Quantity:
Estimated total:
$209.00
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CREDIT INFO
CPE credits
Online
: 10.0
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Basic knowledge of individual income taxation
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
TSE.ITP
GROUP PRICING
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
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