Self-Study
CPE Credits
10 Credits: Taxes
Course Description
Identify strategies for managing a taxpayer’s tax bracket, including smoothing and shifting a taxpayer’s income. Understand the reduction of a taxpayer’s taxable income and management of a taxpayer’s net investment income. Review wealth transfer strategies in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies. Identify Section 199A, and understand Qualified Business Income deduction. Recognize trusts, qualified small business stock/opportunity zones and cost segregation.
Learning Objectives
Upon completion of this course, participants will be able to:
Chapter 1
- Identify strategies for managing a taxpayer’s tax bracket in order to maximize wealth accumulation and cite rules and regulations related to implementation of such strategies.
Chapter 2
- Identify strategies for smoothing a taxpayer’s income in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Chapter 3
- Identify strategies for shifting a taxpayer’s income in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Chapter 4
- Identify strategies for reducing a taxpayer’s taxable income in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Chapter 5
- Identify strategies for managing a taxpayer’s net investment income in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Chapter 6
- Identify wealth transfer strategies in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Chapter 7
- Identify strategies for maximizing a taxpayer’ Section 199A, Qualified Business Income deduction in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Chapter 8
- Identify strategies using various trusts in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
- Identify strategies using qualified small business stock or opportunity zones in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
- Identify strategies related to cost segregation in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Course Specifics
|
Course ID 8202697 |
Revision Date July 2, 2020 |
Number of Pages 231 |
Prerequisites There are no prerequisites. |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01592-20-S
IRS Federal Tax Law Credits: 10
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01592-20-S
IRS Federal Tax Law Credits: 10
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1488
CTEC Federal Tax Law Credits: 10
CTEC Course Number: 2071-CE-1488
CTEC Federal Tax Law Credits: 10
Course Instructor
Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents …
The Top 40 Tax Planning Strategies of 2020
CPE CREDITS
10 Credits: Taxes
$290.00 – $320.00
Self-Study
CPE Credits
10 Credits: Taxes
Course Description
Identify strategies for managing a taxpayer’s tax bracket, including smoothing and shifting a taxpayer’s income. Understand the reduction of a taxpayer’s taxable income and management of a taxpayer’s net investment income. Review wealth transfer strategies in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies. Identify Section 199A, and understand Qualified Business Income deduction. Recognize trusts, qualified small business stock/opportunity zones and cost segregation.
Learning Objectives
Upon completion of this course, participants will be able to:
Chapter 1
- Identify strategies for managing a taxpayer’s tax bracket in order to maximize wealth accumulation and cite rules and regulations related to implementation of such strategies.
Chapter 2
- Identify strategies for smoothing a taxpayer’s income in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Chapter 3
- Identify strategies for shifting a taxpayer’s income in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Chapter 4
- Identify strategies for reducing a taxpayer’s taxable income in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Chapter 5
- Identify strategies for managing a taxpayer’s net investment income in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Chapter 6
- Identify wealth transfer strategies in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Chapter 7
- Identify strategies for maximizing a taxpayer’ Section 199A, Qualified Business Income deduction in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Chapter 8
- Identify strategies using various trusts in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
- Identify strategies using qualified small business stock or opportunity zones in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
- Identify strategies related to cost segregation in order to maximize wealth accumulation, and cite rules and regulations related to implementation of such strategies.
Course Specifics
|
Course ID 8202697 |
Revision Date July 2, 2020 |
Number of Pages 231 |
Prerequisites There are no prerequisites. |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01592-20-S
IRS Federal Tax Law Credits: 10
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01592-20-S
IRS Federal Tax Law Credits: 10
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1488
CTEC Federal Tax Law Credits: 10
CTEC Course Number: 2071-CE-1488
CTEC Federal Tax Law Credits: 10
Course Instructor
Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents …
The Top 40 Tax Planning Strategies of 2020
CPE CREDITS
10 Credits: Taxes
$290.00 – $320.00