WEBINAR DETAILS
  • When
  • About
    Tax Planning is not just for the rich and famous. This course will provide insights to numerous topics so tax professionals can assist their moderate income clients to create and preserve wealth. Let’s ensure we provide our clients with the tools necessary to provide practical tax planning techniques and be hands-on to develop a long-term beneficial relationship. So, join us in deciphering the mystery of Tax Planning for the average Joe or Jill.

    If you are a monthly subscriber, this program is included in your subscription. To become a monthly subscriber click the following link:

    https://mailchi.mp/taxpracticepro.com/become-a-member

    2 IRS CE/2 NASBA CPE
  • Agenda
    • Evaluate IRC Section 121 opportunities and benefits associated with it
    • Demonstrate how QCD can reduce taxes and maximize charitable deductions
    • Discuss Form SSA-44, Life-Changing Events and reducing Medicare Part B premiums
    • Appraise the benefits of 529 Plans and Paying for College and implement
    • Counterintuitive tax planning regarding Scholarships and AOTC
    • Analyze, compare and PLAN regarding Retirement plans
    • Dramatize 401(k) savings for the average taxpayer
    • Critique divorce situations to benefit clients and explain why 50/50 is not always equal
    • Clarify the implications of the capital gains reduced tax rate and potential issues
    • Illustrate bunching of itemized deductions
    • Translate when to take Social Security and related issues
    • Understand unique elderly client issues and Estate planning/Will issues
    • Explain Rental Properties and 199A deduction issues
  • Price
    $79.00
  • Language
    English
  • OPEN TO
    Everyone
  • Dial-in available
    (listen only)
    Not available.
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