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
6
Basic
Taxes
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

Taxes
There are no prerequisites for this course
LE8188015
None


Compliance Information

103220
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


Back to top