Tax Planning Based on Form 1040
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.
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
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.
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Early Registration Member Fee
Applicable if you are a HSCPA member in good standing and register by January 13, 2020.
Applicable if you are a HSCPA member in good standing.
Early Registration Non-Member Fee
Applicable if you are not a HSCPA and register by January 13, 2020.
Applicable if you are not a HSCPA member.
Neighbor Island Discount
Applicable for Neighbor Island members in good standing
Associate Neighbor Island Discount
Applicable for Associate Neighbor Island members in good standing