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Surgent's Individual and Financial-Planning Tax Camp (144-15)
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Each year brings its own set of tax planning challenges, and 2016 is no exception. This course aims to inform tax planners with the most important planning ideas wealthy clients, middle-income clients, and closely held business owners need to consider in 2016 to take advantage of the present and plan for the future. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm.

 Export to Your Calendar 10/20/2016
When: Thursday, October 20, 2016
7:30 AM - 3:45 PM
Where: UACPA Training Room
136 South Main Street Suite 510
Salt Lake City, Utah  84101
United States
Presenter: Neil Brown
Contact: April Deneault
801-466-8022


Online registration is available until: 10/19/2016
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Acronym IFCP
CPE 8 hours
Category
Tax
Level Intermediate
Vendor Surgent McCoy
Who should attend

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

Prerequisite
Experience in individual income tax planning and
income tax return preparation
Fees: Early Bird
(through 10/6)
Standard
(after 10/6)
Member $257 $285
Non-Member: N/A
$340

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description 
Each year brings its own set of tax planning challenges, and 2016 is no exception. This course aims to inform tax planners with the most important planning ideas wealthy clients, middle-income clients, and closely held business owners need to consider in 2016 to take
advantage of the present and plan for the future. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. Specific topics include:

  • Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
  • Review of legislative proposals
  • Reading a tax return for developing client-specific tax strategies.
  • Will there be more changes in the individual tax laws?
  • An in-depth discussion of the 3.8-percent surcharge tax, including how it is computed and what planning steps must be taken
  • Family income-splitting strategies that need to be considered
  • Income tax issues: impact on timing of other income, selection of investments
  • Why maximizing pension plans takes on new importance
  • Using Roth IRAs and Roth contribution programs to best advantage
  • Conversions: do they still make sense?
  • Taking distributions: matching timing to client requirements
  • Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed
  • Prioritizing allocations among investment, retirement, and college funding vehicles 
  • What to do about itemized deductions: will they still be available?
  • Trans-generational planning: conversions, income and gainsplitting
  • Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
  • Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement

Objectives

  • Mine a tax return for tax planning with a client
  • Understand the planning implications of the current environment
  • Determine the best tax strategies for retirement
  • Understand tax planning for the middle-income client

 

 

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