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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.
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6/20/2016
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When:
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Monday, June 20, 2016
11:00 AM - 1:00 PM
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Where:
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Webinar/Webcast
United States
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Contact:
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April Deneault
801-466-8022
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Online registration is closed.
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« Go to Upcoming Event List
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| Acronym |
ITSM
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| CPE |
2 hours |
Category
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Taxes
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| Level |
Intermediate |
| Vendor |
Surgent |
| Who should attend |
Any tax practitioner wishing to understand and apply the top individual tax planning strategies to his or her individual clients
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Prerequisite
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None
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| Fees: |
Early Bird
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Standard
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| Member |
N/A
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$89 |
| Non-Member: |
N/A
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$109 |
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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.
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Description:
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.
Major Topics:
- Making maximum use of the lower individual tax rates
- Minimizing or eliminating exposure to the 3.8% tax on net investment income
- Taking advantage of Roth IRA and traditional IRA opportunities
- 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
- Maximizing employer provided health benefits
Objectives:
- Implement new tax planning ideas and strategies that will save clients tax dollars.
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