Individual Tax Planning

  • Thursday, August 15, 2019 – Thursday, April 30, 2020

  • 10

Since the passage of the Tax Cuts and Jobs Act by The U.S. Congress, many clients and businesses are highly focused on the impact of taxes and tax rates on their bottom line. Make sure your clients are protecting themselves from higher taxes.

Completely updated for tax law changes and Tax Court decisions, this self-study course will bring you up-to-date on the latest strategies which will preserve your clients' wealth and ensure your role as a trusted adviser to your clients.


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.


Impact of Supreme Court's rejections of Defense of Marriage Act
Additional Medicare taxes imposed on high-income taxayers
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

Additional Information

Designed For

CPAs looking for innovative tax planning techniques to help clients reduce their tax burden


American Institute of CPAs


10.00 Taxes

Course Number


Level of Knowledge


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