Individual Tax Planning

Course Details


Friday, January 12, 2018

7:00am – 3:00pm (Registration: 11:05pm)



Field of Study


CPE Credit

8 hours CPE credit

Level of Knowledge





Basic knowledge of individual income taxation


This webcast is part of the Tax Staff Essentials program. 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 webcast will bring you up-to-date on the latest strategies that will keep more money in the hands of your clients and make you look like a hero!



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 and estate planners

The 100% gain exclusion for qualified small business stock

Personal residence transactions - including short sales and foreclosures

Reverse mortgages can save axes 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


LEARNING OBJECTIVES When you complete this webcast you will be able to:

 Recall how to increase client wealth by focusing on tax-saving opportunities no 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

Designed For

CPAs looking for innovative taxplanning techniques to help clients flight higher taxes

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Applicable if you are a WYOCPA member in good standing.

Non-Member Fee

Applicable if you are not a WYOCPA member.

Your Price $319.00

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