Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies

The start date for this course has passed. Registration is no longer available.

This course is 8.00 credits
Facility Name
Forefront Center for Meetings & Conferences
Facility Address
404 Wyman St
Waltham, MA 02451-1212
Field of Study
Course Level
American Institute of CPAs

Registration Fees

MSCPA Member
AICPA Member
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Monday, Dec 16, 2019
8:45am – 4:30pm

Make sure your clients are protecting themselves from higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will preserve your clients' wealth and ensure your role as trusted advisor to your clients! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Designed For

CPAs looking for innovative tax planning techniques to help clients fight higher taxes

Course Objectives

Learning Objectives When you complete this course you will be able to: 

  •  Recall how to increase client wealth by focusing on tax-saving opportunities not considered in the past. 
  •  Apply tax-planning moves in light of new and recent tax developments. 
  •  Recognize ways to protect your client from tax pitfalls. 
  •  Recall anticipated possible tax legislation and determine how to position your clients for financial success.

Major Subjects

Topics Discussed 

  •  Impact of Supreme Court's rejections of Defense of Marriage Act 
  •  New 0.9% and 3.8% Medicare taxes 
  •  Mutual fund tax strategies 
  •  All about Roth IRAs-including strategies for self-employed individuals and estate planners
  • The 100% gain exclusion for qualified small business stock 
  •  Personal residence transactions-including short sales and foreclosures 
  •  Reverse mortgages can save taxes on greatly appreciated residences 
  •  Converting personal residences into rentals: tax implications 
  •  Tax-saving ideas for self-employed clients-including ways to reduce SE and FICA taxes, strategies for husband-wife businesses, depreciation breaks and much more 
  •  Tax angles for vacation homes, timeshares, and co-ownership arrangements
  • Divorcing clients-tax angles are critically important 
  •  State-of-the-art tax planning for college expenses 
  •  Employer stock options: tax planning moves


Basic knowledge of individual income taxation

The start date for this course has passed. Registration is no longer available.