Tax Planning Based on Form 1040

Course Details

Date

Monday, January 27, 2020

8:30am – 4:30pm
(Registration: 8:00am)

Location

Prince Waikiki

100 Holomoana Street

Honolulu, HI 96815

808-956-1111

View Map

Course Number

TPXX

CPE Credit

8.0 hours CPE credit

Instructor

Level of Knowledge

Basic

Vendor

Werner-Rocca Seminars, Ltd.

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. Among the ideas discussed will be the Alternative Minimum Tax, charitable giving, tax-saving strategies for real estate owners and investors, and much more. Working systematically through Form 1040, the practitioner will be given many ideas on how to reduce taxes through planning.  

Highlights

  Understanding the health care laws

  Health savings accountants (HSAs)

  Alternative Minimum Tax - how to deal with it

  Roth IRAs - proper use

  The importance of AGI in tax planning

  Alternative techniques and strategies using Section 529 plans

  Small business owner strategies

  Retirement planning strategies

  Income shifting to children - a revised strategy

  Strategic estate planning advice integrated with income tax planning 

Objectives

At the end of this course you will be able to, list alternatives and guide clients through complex tax issues based on Form 1040; and recognize 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

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by January 13, 2020.

$260.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$310.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by January 13, 2020.

$410.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$460.00
Neighbor Island Discount

Applicable for Neighbor Island members in good standing

-$100.00
Associate Neighbor Island Discount

Applicable for Associate Neighbor Island members in good standing

-$50.00
Your Price $410.00

CPE Choice

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

View All Courses