Monday, Dec 16, 2019
8:45am – 4:30pm
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.
- 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