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Smart Tax Planning Strategies for Individuals (FVP1)

  • 11/13/2018
  • 8:00 AM - 11:30 AM
  • Fargo Holiday Inn 701-282-2700


For member pricing, please log in using the email you have on file with the Society. Fees increase by $15 when registering less than 14 days before the class.
Make sure your clients are protecting themselves from higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will keep more money in the hands of your clients and ensure your place as trusted advisor.

When you complete this course you will be able to:

  • Recall how to increase client wealth by focusing on tax-saving opportunities
  • Apply tax-planning moves in light of new and recent tax developments
  • Recognize ways to protect your client from tax pitfalls

Topics Discussed:

  • Tax-smart strategies for capital-gain assets and fixed-income investments
  • 0.9% and 3.8% Medicare taxes
  • Mutual fund tax strategies
  • Tax-saving ideas for self-employed clients - including ways to reduce self-employment and FICA taxes, strategies for husband-wife businesses, depreciation deductions, and lots more
  • Tax angles for vacation homes, timeshares, and co-ownership arrangements
  • Divorcing clients - tax angles are critically important
  • Understanding the tax implications of personal residence short sales and foreclosures
  • Employer stock options: tax planning moves

Intended Audience: CPAs looking for innovative tax planning techniques to help clients fight higher taxes

Level: Intermediate
Instructor: Patrick Kelley
Developer: AICPA
Area of Study: 4 Taxes (Technical)
Prerequisite: Basic knowledge of individual income taxation

Visit Us:

3325 South Washington Street
Suite B2
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727

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