Print Page   |   Contact Us   |   Sign In   |   Join
Top 10 AMT Causes and Planning Strategies (4152552D)
View Registrations Tell a Friend About This EventTell a Friend
 

There can be much confusion especially for taxpayers surrounding who has to pay the alternative minimum tax. Stay current on the rules by exploring the top 10 causes of AMT and dive into planning opportunities for each particular area. You will learn how multiple-year planning strategies can affect the AMT's impact in future years, as well as how capital gains impact AMT. In addition, we'll demystify Form 8801, look at ways to ensure your clients get the most of their minimum tax credit and revi

8/14/2015
When: 8/14/2015
9:30 AM - 1:00 PM
Where: Webcast/Webinar
Presenter: Karen Brosi, EA, CFP
Contact: April Deneault
801-834-6634


Online registration is closed.
« Go to Upcoming Event List  

There can be much confusion especially for taxpayers surrounding who has to pay the alternative minimum tax. Stay current on the rules by exploring the top 10 causes of AMT and dive into planning opportunities for each particular area. You will learn how multiple-year planning strategies can affect the AMT's impact in future years, as well as how capital gains impact AMT. In addition, we'll demystify Form 8801, look at ways to ensure your clients get the most of their minimum tax credit and review AMT issues specific to California.

 

 

Objectives:

Upon completion of this course, partipants will be able to determine:
how the alternative minimum tax calculation is derived and its relationship to the regular tax;
the principal adjustments that cause individuals to fall subject to AMT;
techniques for explaining the AMT to clients in simple, concise terms;
how to calculate the minimum tax credit and apply it in future years; and
tax planning strategies for minimizing the impact of AMT.



Major Subjects:

AMT history
AMT calculation and exclusion amounts
Capital gains and AMT
Kids and AMT
Married filing separate issues
Minimum tax credit
California's AMT and tax planning strategies for Californians
AMT preferences and adjustments


Designed For:

CPAs, attorneys and other tax professionals with individual income tax clients who need a thorough understanding of AMT causes and solutions.

 

Prerequisite: None

 

Advanced Prep: None

  

Speaker: Karen Brosi, EA, CFP

Vendor: CalCPA

Field of Study: Tax

Level: Intermediate

CPE Credit: 4 Hours

Acronym: AMTX4

 

 

Registration Fees:

Members: $140

Nonmembers: $188

 

Meet the Speaker:

Karen Brosi, EA, CFP, a sole practitioner, has been based in Palo Alto, Calif., for more than 17 years. She is a Certified Financial Planner and is enrolled to practice before the Internal Revenue Service. Ms. Brosi was a senior tax specialist and director of financial planning before forming her own practice.

Membership Management Software Powered by YourMembership  ::  Legal