Conferences Presenting

British Isles Cruise Conference
June 12, 2018
7:00AM - 9:50AM
Doug Stives, CPA
Live Event
3
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. 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

Taxes
There are no prerequisites for this course
LE8188015P1
None


Compliance Information

103220
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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