Conferences Presenting

Las Vegas December Conference
December 05, 2018
7:30AM - 1:00PM
David F. Jarmusz, CPA, JD, LLM
Maui Conference
November 07, 2018
7:30AM - 1:00PM
Doug Stives, CPA
Live Event
There are no prerequisites for this course

Course Description

This course will analyze some of the most popular tax planning ideas, such as the home-office deduction and like-kind exchanges, with the goal of helping the tax professional apply the best and most up-to-date information to help clients achieve their goals. We will also examine infrequently used techniques to provide tax-free benefits to employees, namely taking advantage of deductions, such as giving assets to charities, tax-free use of vehicles, and arranging for the government to subsidize medical costs. In addition to income-tax planning, we will review estate planning techniques. Join this course to elevate your services by utilizing the best tax-planning strategies to the benefit of your practice and your clients.

Course Specifics

There are no prerequisites for this course

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01200-17-I
IRS Federal Tax Law Credits: 6
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1155
CTEC Federal Tax Law Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

After completing this course, you will be able to:

  • Recognize how employers can retain dedicated employees with a well-planned benefits program
  • Discuss various non-traditional business deductions
  • Apply recent planning trends and related IRS reaction
  • Recognize how to move beyond compliance into valuable and profitable planning
  • Identify limitations and risks of techniques discussed
  • Identify ways to augment tax planning services offered to clients and employers

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