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Top Individual Tax Planning Strategies 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.

8/16/2017
When: Wednesday, August 16, 2017
11:00:00 AM - 1:00:00 PM
Where: Webinar/Webcast
SURGENT
ITSM-2017-01-WEBNR-228-41
United States
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA
Contact: April Deneault
801-466-8022


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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.

Subjects:

  • 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  
  • New or late breaking legislative or regulatory developments with an impact on individual tax strategy

Objectives:

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

Design For:

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

CPE Credit:
2 hours

Price:
$89

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