by Fmeaddons

Performing Tax Planning for Individual Clients- Ideas and Strategies (PRTX)

$65

This comprehensive CPE course is an Annual FASB Update & Review (FUR4) that provides 4 credits in the field of Accounting for CPAs & tax practitioners.

SKU: PRTX Category:

Description

Earn 4 CPE credits in the field of accounting, while getting an overview of recent FASB accounting and reporting developments.

Major Topics

  • Compensation and fringe benefit issues
  • Review current tax proposals
  • Reading a tax return for developing client-specific tax strategies
  • Identify clients with investment income tax problems and the potential ways to reduce or eliminate them
  • Is the client in the right mix of investment vehicles?
  • What is new in health care that CPAs need to know
  • All in the family: Tax tactics for spouses, children, and parents

Learning Objectives

  • Know the directions in which taxes are changing or are likely to change and how that affects planning
  • Identify areas where individual taxpayers are not taking full advantage of the Code

Designed For

All practitioners involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques

Prerequisites

Experience in individual income tax planning and income tax return preparation

Advance Preparation

None

Additional information

Course Acronym

Credits

Field of Study

Format

Level

Product Type

Qualifies For

State Board Accreditation

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