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

You Pay: $379.00
MSCPA Members save $100.00 on this course. Login or Join to take advantage of these savings.
This course is 8.00 credits
Douglas Stives
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


Douglas Stives

Douglas Stives started his accounting career with Price Waterhouse and joined the Curchin Group in Red Bank, NJ in 1970. He specializes in tax and financial planning for individuals and small businesses. Mr. Stives is a frequent public speaker and serves as an instructor for various courses. He has appeared on national and local television including CNN, CNBC, MS/NBC, FOX, PBS, and all three major networks. He is quoted frequently in national publications including The New York Times, The Wall Street Journal, Forbes, Fortune, Money, Business Week, and USA Today. In 1989-1990, he was president of the 14,000-member New Jersey Society of CPAs. In 1993 Doug was a member of New Jersey Governor Whitman's transition team. From 1988 until 1995 Doug served on AICPA Council, the governing body of the 330,000 member organization. He has chaired several AICPA committees. He is immediate past chairman of the Community YMCA Board of Directors, a director of the Academy of Finance, a director of the American Tax Policy Institute, and a board member of the Community Foundation of Monmouth County. Mr. Stives holds BA and MBA degrees in accounting from Lehigh University. He passed the AICPA examination for financial planning and received his PFS (Personal Financial Specialist) certificate. He also passed the Series 7 and Series 66 N.A.S.D. examinations, which enable him to provide investment advice and manage securities accounts.
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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


+ $379.00

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