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July 06, 2017
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July 18, 2017
9:00AM - 11:00AM ET


Several years of tax preparation and planning experience

Course Description

Tax planning is an essential aspect of any financial professional's job. This course provides an overview of about 20 tax planning tips and ideas that will save clients money and generate more business for you. Topics covered include HSAs, HRAs, Alternative Minimum Tax, estate planning and so much more.


Doug Stives, CPA

Douglas (Doug) Stives, CPA, MBA, is a full-time professor of accounting at Monmouth University in West Long Branch, New Jersey, where he started in 2006. Doug was honored as the Outstanding Business Professor of the Year in 2009 and 2016. He graduated from Lehigh University with a BS in 1968 and an MBA in 1969. Doug started his career at PricewaterhouseCoopers in 1969 and later joined a small CPA firm that became The Curchin Group, located in Red Bank, New Jersey, where he was a partner for 34 years and continues as a consultant.

In 1989 and 1990, Doug was the youngest president of the New Jersey Society of CPAs. He served the AICPA as a representative to Council, a member of the Tax Division Executive Committee, and chair of several committees. Doug is a frequent speaker for the AICPA and many state CPA societies. He’s been quoted in the New York Times, Wall Street Journal, Forbes, and other national publications, and he has appeared on CNN, CNBC, PBS, and the three major networks.

Doug remains active with his college fraternity, the Kappa Alpha Society, where he served as national president for several years. He also served on many charity boards and was chairman of the Community YMCA in Red Bank, New Jersey.

Doug has been teaching tax courses for Western CPE since 2000, including at conferences and Federal Tax Update seminars and for in-house programs.

Course Specifics

Aug 17, 2016
Several years of tax preparation and planning experience

Compliance Information

IRS Provider #: 0MYXB IRS Course ID: 0MYXB-T-01064-16-O IRS Federal Tax Update Credits: 2
CTEC Provider #: 2071 CTEC Course ID: 2071-CE-1032 CTEC Federal Tax Update Credits: 2 Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Cite various aspects of tax planning
  • Identify ways to maintain existing clients and gain referrals from clients who are impressed with planning ideas
  • Discuss ways to handle the ACA employer mandate for more than 50 full-time equivalent employees

Table of Contents

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