Tax Planning Based Upon Form 1040

Friday, February 26, 2021
Webcast or Webinar, Online
10:00AM - 12:00PM (opens at 9:30 AM) EST
2Credits
Technical Business

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

Members
$79.00 Regular Price
Non-Members
$109.00 Regular Price
Course Type: Webcast
Course Code: 20/AC198410
Level: Intermediate
Vendor: ACPEN
Field of Study: Taxes

Overview:

The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals. Careful tax planners must weigh current rules with an eye toward the future. This course will assist the practitioner in charting alternatives and guiding clients through these complex tax times. Planning is a year-round process, and this course is loaded with ideas that can be used throughout the year to reduce taxes.  Working systematically through Form 1040, the practitioner will be given many ideas on how to reduce taxes through advance planning.

 

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

 

Objectives:

  • To teach the practitioner to chart alternatives and guide clients through complex tax issues based on Form 1040
  • To provide strategies for reviewing a prior year’s tax return and identifying tax planning opportunities

Major Topics:

  • Integration of Planning
  • Child issues
  • Alimony issues
  • Other divorce issues
  • Death of a client
  • Terminally ill issues
  • Damages and attorney fees
  • Retirement issues
  • Medical expenses
  • Fringe benefit issues
  • Disaster losses
  • Kiddie tax issues

Designed For:

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Prerequisite:

None