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Top Individual Tax Planning Strategies for 2015 That Save Clients Money (ITSM)
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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 discusses many new and time-tested individual tax planning strategies they can help their individual clients apply.

6/22/2015
When: 6/22/2015
11:00 AM - 1:00 PM
Where: Webcast/Webinar
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA | Bob Lickwar, CPA
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 discusses many new and time-tested individual tax planning strategies they can help their individual clients apply.

 

Objectives:

* Implement new tax planning ideas and strategies that will save clients tax dollars.

 

Major Subjects:

* Making maximum use of the lower individual tax rates in 2015 * Minimizing or eliminating exposure to the 3.8% tax on net investment income * Taking advantage of Roth IRA and traditional IRA opportunities in 2015 * How to minimize Social Security and self-employment taxes * Reducing the cost of college by taking maximum advantage of college related tax benefits * Transferring income generating property to lower marginal income family members * Expired, expiring and new tax provisions for 2015 * Maximizing employer provided health benefits in 2015
 

Designed For:  Any tax practitioner wishing to understand and apply the top individual tax planning strategies to his or her individual clients

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:      ITSM

 

Registration Fees:

$89

Register Here

 


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