Tax Planning Based Upon Form 1040

Course Details

Date

Thursday, July 23, 2020

8:00am – 10:00am

Field of Study

Taxation

Course Number

AC0600

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

ACPEN

Prerequisites

None

Description

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.

 

Highlights

  • 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

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

Designed For

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

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$79.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$109.00
Your Price $109.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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