Conferences Presenting

British Isles Cruise Conference
June 12, 2018
7:00AM - 9:50AM
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. Tax professionals will take away the best and most up-to-date information to help clients achieve their goals and minimize taxes. Reducing medical costs using HSAs, HRAs, and having the highest income member of a family pay medical costs will also be explored.

In addition to income-tax planning, we will review estate planning techniques. Join this course to add value to 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

Qualifies for CA Fraud: No

Learning Objectives

After completing this course, you will be able to:

  • 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
  • Be the professional who thinks of tax planning ideas often unknown to your clients

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