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Surgent's Year-End Tax Planning Ideas for Individuals (YEPI)
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Tax practitioners are intensely motivated to help their individual clients save money by utilizing the most effective and efficient tax planning strategies. This program gives audience members both new as well as time-tested individual tax planning strategies they can help their individual clients apply before the end of 2015.

12/22/2015
When: 12/22/2015
11:00 AM - 1:00 PM
Where: Webcast/Webinar
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA | Lance Weiss, CPA, CVA
Contact: April Deneault
801-834-6634


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Tax practitioners are intensely motivated to help their individual clients save money by utilizing the most effective and efficient tax planning strategies. This program gives audience members both new as well as time-tested individual tax planning strategies they can help their individual clients apply before the end of 2015.

Objectives:

* Be able to advise clients on tactics and strategies that allow them to maximize tax benefits available to them in 2015

 

Major Subjects:

* The most effective individual tax planning ideas, including the following: * Making maximum use of the lower individual tax rates in 2015 * Taking maximum advantage of individual tax deductions and credits that are available in 2015 * Taking advantage of Roth IRA opportunities in 2015 * How to minimize self-employment taxes * Reducing the cost of college by taking maximum advantage of college related tax benefits * How to reduce or minimize the impact of the 3.8% tax on net investment income
 

Designed For:

Any tax practitioner wishing to understand and apply individual tax planning strategies to his or her individual clients before the end of 2015

 

Prerequisite:

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

 

Advanced Prep: None

  

Speaker: Mike Tucker, Ph.D., LL.M., J.D., CPA | Bob Lickwar, CPA

Vendor: Surgent McCoy

Field of Study:  Taxes (2)

Level: Intermediate

CPE Credit:  2 Hours

Acronym: YEPI

 

Registration Fees:

$89

Register Here

 


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