NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
Smart Tax Planning Strategies for Individuals - Morning Course

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Online Registration Form

Date: July 16, 2018
Location: Fairfield Inn & Stes, Grand Island
Course Time: 8:30 AM to 12:00 PM
Registration Begins: 8:00 AM
Summary
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.
Objectives
* 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 * Identify proposed tax legislation and determine how to position your clients for financial success
Highlights
* 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
Who Should Attend
CPAs looking for innovative tax planning techniques to help clients avoid higher taxes.

Course Level Intermediate
Prerequisites Basic knowledge of individual income taxation
Course IDCYCT4
Discussion LeaderMichael Frost, AICPA
CPE Credit4 Hours
Additional Information: Lunch is included if registered for both courses (CYCT4 & DIRS4) on same day. Parking is available on-site.
Fee: $150 - Society Member
$180 - Society Nonmember
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635 S. 14TH ST. SUITE 330
LINCOLN, NE 68508
(402) 476-8482
(800) 642-6178
(402) 476-8731