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(2596982) Tax Planning Based Upon Form 1040
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The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals. Careful tax planners must weigh current rules with an eye toward the future. This course will assist the practitioner in charting alternatives and guiding clients through these complex tax times. Planning is a year-round process, and this course is loaded with ideas that can be used throughout the year to reduce taxes. Working systematically through Form 1040, the practitioner

8/4/2020
When: 08/04/2020
7:00 AM
Where: Webcast
CPE
2596982
United States
Presenter: Arthur Werner


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Acronym: 2596982

CPE:  4

Vendor: ACPEN

Category:  Taxes - Technical = 2

Level: Intermediate  

Yellow Book? No

Registration Fees:

Members* $79

Non-Members $109

*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.

 

Course Description: 

The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals. Careful tax planners must weigh current rules with an eye toward the future. This course will assist the practitioner in charting alternatives and guiding clients through these complex tax times. Planning is a year-round process, and this course is loaded with ideas that can be used throughout the year to reduce taxes.  Working systematically through Form 1040, the practitioner will be given many ideas on how to reduce taxes through advance planning.

Objectives:

 

To teach the practitioner to chart alternatives and guide clients through complex tax issues based on Form 1040

To provide strategies for reviewing a prior year’s tax return and identifying tax planning opportunities

 

 

Major Topics:

 

Integration of Planning

Child issues

Alimony issues

Other divorce issues

Death of a client

Terminally ill issues

Damages and attorney fees

Retirement issues

Medical expenses

Fringe benefit issues

Disaster losses

Kiddie tax issues

 

 

Designed For:  CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

 

Prerequisite:  None

 

Note: Login instructions will be provided by the webcast vendor.

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