Cut Your Clients Tax Bill: Individual Tax Planning Tips and Strategies (CYCT05)

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Date:Friday, November 07, 2014
Time:8:30am - 4:30pm (Registration at 8:00am )
City:West Palm Beach
Facility:Holiday Inn Palm Beach Airport and, West Palm Beach
CPE Credit:8 Technical Business
Instructor: Robert R. Thelen
Course Level:Intermediate

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 keep more money in the hands of your clients and make you look like a hero!


When you complete this course you will able to:

  • Increase client wealth by focusing on tax-saving opportunities not considered in the past
  • Implement tax-planning moves in light of new and recent tax developments
  • Protect your client from tax pitfalls
  • Anticipate possible tax legislation and position your clients for financial success

Major Topics:
  • 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 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 lots 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


Basic knowledge of individual income taxation


FICPA Seminar EZMaterials! Instead of picking up paper manuals at the event, you’ll be able to download the EZMaterials as searchable PDFs to your laptop, tablet or other device seven days before the event. For an additional fee you may choose to purchase a hardcopy of the seminar manuals. If requested during registration at least eight days prior to the course, your hardcopy will be available for pickup at the event. Click here for more information.


Early Bird Price: $280 FICPA Members, $405 Non-Members

Regular Price on 10/29/2014: $335 FICPA Members, $460 Non-Members

AICPA Discount: ($30)

Friday, November 7, 2014
General Sessions
I will download the EZMaterials electronic course manual

I would like a hardcopy course manual for an additional $15, plus the EZMaterials electronic manual