Smart Tax Planning Strategies for Individuals (Afternoon Session)




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4.0 Credits

Make sure your clients are protecting themselves from the onslaught of higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will keep more money in the hands of your clients and make you look like a hero!


  • Recall how to increase client wealth by focusing on tax-saving opportunities.
  • 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.

Major Topics

  • Tax-smart strategies for capital-gain assets and fixed-income investments
  • 0.9% and 3.8% Medicare taxes
  • Mutual fund tax strategies
  • Tax-saving ideas for self-employed clients - including ways to reduce self-employment and FICA taxes, strategies for husband-wife businesses, depreciation deductions, and lots more
  • Tax angles for vacation homes, timeshares, and co-ownership arrangements
  • Divorcing clients - tax angles are critically important
  • Understanding the tax implications of personal residence short sales and foreclosures
  • Employer stock options: tax planning moves

Designed For

CPAs looking for innovative taxplanning techniques to help clients fight higher taxes


Basic knowledge of individual income taxation


Please select the appropriate session or option below to continue with your online purchase.

Course Materials Preference:

How would you like to receive your course materials?

Your registration fee includes an electronic copy of the course manual.  Your eMaterials will be available for download in the “My CPE” area of the website one week before the program date.  Please note: Program cancellations will not be allowed once you have downloaded your eMaterials from the website.

Copyright note:  Reproduction or distribution of the manual or any portion of it is prohibited unless written permission is obtained from the course provider.

We will print a manual and provide it to you at registration the morning of the program.

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