Tax Planning Based Upon Form 1040 (4 hours)

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Mar 31, 2020

Registration: 5:30 AM / Program: 6:00 AM - 8:00 AM

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: 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. 

Designed For

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

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 Subjects

  • 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

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.