TaxSpeaker

2018 Tax Planning for Individuals

Manual & DVD Package

Credit Hours: 8

By: Bob Jennings CPA, EA, CFP®

    Quantity

    Additional Exams **

    $282.00
     
    IRS Number: 5KBKR-T-00552-18-S
    Product Description:

    This could be the best course you will take in 2018. It has been designed and written exclusively for the planning aspects of the Tax Cuts and Jobs Act and includes dozens of ideas and tools to help taxpayers utilize the income tax opportunities available in the Act.
    Designed to guide the practitioner through dozens of old and new planning ideas, this class gives participants the tools needed to help clients through items such as unusual income years, as well as long-term guidance for small businesses and high and low income individuals as a rare course designed for tax planning rather than tax compliance.
    This course will discuss options for dealing with the lost deduction for employee business expenses, the limit on itemized deductions for taxes, and the new interest deduction rules. It will also lead the practitioner through themaze of new thresholds for itemized deductions and guide small business owners with fringe benefit tools. A number of retirement planning tools are discussed while examining the appropriate uses and modifications allowed for various types of plans. The chapter for small business owners analyzes the attributes of various entity types including the low C corporation tax rate, wages vs/ dividends and the 20% flow through deduction.
    The individual tax planning course is divided into three sub-topics: planning ideas for the W-2 taxpayer; planning ideas for the small business owner; and planning ideas for everyone. Each sub chapter includes 15-30 planning tools, checklists and example guidance illustrating the rules and tools needed to utilize the idea presented.

    Product Details
    Credit Hours: 8
    Price: $282.00
    Shipping: $10.00 + $5.00 Download Table of Contents
    Availability: Available on May 31, 2018
    Testimonials

    Course Objective

    Upon completion of this course, you will be able to: Identify problem areas for your clients, Determine what the best course of action to take in low and high income years, as well as Identify the limits on itemized deductions and the new interest deduction rules.

    Field of Study

    Taxes

    Prerequisites

    5+ years tax preparation experience

    Course Level

    Advanced

    NASBA Category

    Taxes

    Publication Date

    **One exam credit is included at no charge with each product purchased. Additional exam credits can be purchased above. Exams can be taken up to 1 year from purchase date.

    2018 Tax Planning for Individuals

    Manual & DVD Package

    Credit Hours: 8

    by Bob Jennings CPA, EA, CFP®