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Course Description

Tax planning and strategizing is especially critical for high income individuals who have the most to gain or lose. Based on her extensive experience with high income taxpayers, Karen Brosi presents this hands-on, insightful course that is loaded with tax-wise planning strategies. Presented in a mixture of tried-and-true approaches along with new tactics based on recent tax legislative changes. After attending this course, attendees will be in a position to offer the best tax advice possible for high income clients. Detailed course topics will be announced in May and will be updated throughout the year. Possible topics include mutual fund tax strategies; college financial planning topics; IRAs and distribution approaches; depreciation strategies; trusts; real estate tax issues; employer stock options; fringe benefits; retirement planning; estate and succession planning techniques; and many other topics.


Karen Brosi, CFP, EA

Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen teaches tax professionals how to avoid tax minefields with her extensive planning checklists and practical tips.

Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media, such as Bloomberg Businessweek. Karen’s powerful real-life presentations pinpoint critical federal and state tax areas, teaching tax professionals what they need to know to optimally assist their clients. Karen was the recipient of the California CPA Education Foundation 2012-2013 Outstanding Webcast Instructor award.

Course Specifics

May 28, 2019

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01382-19-O
IRS Federal Tax Law Credits: 6
CFP Provider #: 3199
CFP Course #: 265202
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1358
CTEC Federal Tax Law Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

Upon completion of this course, participants will be able to:
  • Identify how to evaluate and convey to high income clients the best tax reducing strategies
  • Cite strategies best suited for individual client financial situations
  • Identify effective tax-reducing retirement planning strategies
  • Determine which types of trusts would make the most sense to reduce taxes
  • Identify tax-savvy IRAs and pension strategies
  • Cite fringe benefit strategies to reduce taxes

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