NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies

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Online Registration Form

Date: August 03, 2017
Location: Mahoney State Park, Ashland
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
Summary
Make sure your clients are protecting themselves from the onslaught of 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 preserve your clients' wealth and make you look like a hero!
Objectives
When you complete this course you will be able to: * Recall how to increase client wealth by focusing on tax-saving opportunities not considered in the past. * Apply tax-planning moves in light of new and recent tax developments. * Recognize ways to protect your client from tax pitfalls. * Recall anticipated possible tax legislation and determine how to position your clients for financial success.
Highlights
* Impact of Supreme Court's rejections of Defense of Marriage Act * New 0.9% and 3.8% Medicare taxes * Mutual fund tax strategies * All about Roth IRAs - including strategies for self-employed individuals and estate planners * The 100% gain exclusion for qualified small business stock * Personal residence transactions - including short sales and foreclosures * Reverse mortgages can save taxes on greatly appreciated residences * Converting personal residences into rentals: tax implications * Tax-saving ideas for self-employed clients - including ways to reduce SE and FICA taxes, strategies for husband-wife businesses, depreciation breaks and much more * Tax angles for vacation homes, timeshares, and co-ownership arrangements * Divorcing clients - tax angles are critically important * State-of-the-art tax planning for college expenses * Employer stock options: tax planning moves.
Who Should Attend
CPAs looking for innovative tax-planning techniques to help clients fight higher taxes.

Course Level Intermediate
Prerequisites Basic knowledge of individual income taxation.
Course IDCYCT
Discussion LeaderMichael Frost, AICPA
CPE Credit8 Hours
Additional Information: Parking and lunch are provided on-site.
Fee: $260 - Society & AICPA Member
$290 - AICPA or Society Nonmember
$320 - AICPA & Society Nonmember
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635 S. 14TH ST. SUITE 330
LINCOLN, NE 68508
(402) 476-8482
(800) 642-6178
(402) 476-8731