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Individual Tax Planning Topics (4152287C)
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"An ever-evolving tax landscape means you need to stay on your toes and track those provisions that expire and others that are implemented. Learn to chart legislation and standards updates and guide clients and your practice through these precarious tax times. We'll demystify AMT; address plans for charitable giving; explore tax-saving strategies for real estate owners and investors; go step-by-step through a Form 1040; and more. You'll leave with ideas you can use throughout the year to strateg

7/24/2015
When: 7/24/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Karen Brosi, EA, CFP
Contact: April Deneault
801-834-6634


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An ever-evolving tax landscape means you need to stay on your toes and track those provisions that expire and others that are implemented. Learn to chart legislation and standards updates and guide clients and your practice through these precarious tax times. We'll demystify AMT; address plans for charitable giving; explore tax-saving strategies for real estate owners and investors; go step-by-step through a Form 1040; and more. You'll leave with ideas you can use throughout the year to strategize with clients to minimize tax costs.


Objectives:

 
    Determine how to integrate year-round tax planning into your practice.
    Identify techniques for individual tax planning.
    Identify tax planning opportunities and strategize with your clients about areas that will save them money.

   

Major Subjects:

 
    Tax planning engagements
    Interest and dividends tax traps
    Passive activities
    The 3.8% Medicare Tax on Net Investment Income
    Social Security
    Charitable contribution planning
    AMT
    IRAs and other tax deferrals
    California hot topics

   

Designed For:

CPAs, attorneys and other tax professionals with individual income tax clients who need tax advice and strategy.

Prerequisite:   None

Advanced Prep:  None

Speaker:   Karen Brosi, EA, CFP

Vendor: CalCPA

Field of Study:  Taxes

Level:  Intermediate

CPE Credit: 8 Hours

Acronym:    ITXP

 

Registration Fees:

Members: $275

Nonmembers: $375

 

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.

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