CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

The Top 40 Tax Planning Strategies of 2020

Icon_Self-Study
Self-Study
Icon_Level
Credits
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
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
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1488
CTEC Federal Tax Law Credits: 10

Course Instructor

Robert Keebler Headshot
Robert Keebler, CPA, AEP, MST, CGMA

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 …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

The Top 40 Tax Planning Strategies of 2020

Format
CPE CREDITS
10 Credits: Taxes

$290.00$320.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Credits
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
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
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1488
CTEC Federal Tax Law Credits: 10

Course Instructor

Robert Keebler Headshot
Robert Keebler, CPA, AEP, MST, CGMA

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 …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

The Top 40 Tax Planning Strategies of 2020

Format
CPE CREDITS
10 Credits: Taxes

$290.00$320.00

Clear