High-Net-Worth Clients: Income Tax Planning (2 hours - morning) - NEW! - Webcast
Overview
This course delivers a comprehensive and strategy-driven approach to income tax planning for high-net-worth clients. As wealth grows, so do the complexities of tax exposure, asset allocation, charitable planning, retirement optimization, and real estate strategies. Practitioners must understand how to apply advanced tax planning techniques that minimize liabilities while aligning with long-term wealth-building objectives.
In this course, you will explore practical, real-world strategies covering step-up-in-basis optimization, retirement plan maximization, RMD reduction strategies, real estate investment structuring, charitable giving efficiency, tax-advantaged education and healthcare planning, and multi-account asset allocation. The course emphasizes proactive planning, coordination between investment and tax decisions, and actionable insights you can immediately apply to your high-income and high-net-worth clients.
OSCPA has partnered with the Washington Society of CPAs for this event.
Highlights
- Strategies for maximizing the date-of-death step-up in basis
- Tax-loss harvesting and proactive loss-management techniques
- Qualified retirement plans and optimization strategies
- Planning approaches to reduce required minimum distributions (RMDs)
- Real estate investing strategies for tax efficiency
- Asset allocation across taxable, tax-deferred, and tax-free accounts
- Charitable giving structures and tax-saving opportunities
Designed For
Tax professionals
Objectives
- Apply strategies to maximize the date-of-death step-up in basis for wealth-transfer planning.
- Develop tax-efficient retirement planning strategies, including RMD reduction techniques.
- Evaluate real estate investment strategies within a high-net-worth tax plan.
- Allocate assets strategically across taxable, tax-deferred, and tax-free accounts.
- Apply charitable giving techniques to reduce taxable income and enhance philanthropic impact.
- Assess advantages of qualified tuition plans (529 plans) and health savings accounts as long-term tax-advantaged tools.
Leader(s):
Leader Bios
George Koutelieris, Cutting Edge Tax Strategies LLC
George J. Koutelieris, CPA, MS-Tax, is a shareholder in the firm Johnson & Shute P.S. and a Member of Cutting Edge Tax Strategies, LLC. He is also an Adjunct Professor at Golden Gate University teaching various tax courses.
George's practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners, with a concentration on the real estate industry.
George is a member of the American Institute of Certified Public Accountants and the Washington Society of Certified Public Accountants, where he is a former chair of the WSCPA's Taxation Committee. George is also an active speaker on various tax topics, having presented in the past for all the State Societies on the west coast.
(3/19/21)
Gregory White, Cutting Edge Tax Strategies LLC
Greg White, CPA-WA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his tenth year as an adjunct professor at the Golden Gate University's Seattle Campus where he teaches capital assets, tax accounting, and individual taxation. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named "Top 50" IRS Practitioner by CPA Magazine.
Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV, King TV, and Northwest Cable News. He is frequently in contact with Treasury, IRS, and other top government officials in Washington, D.C. as to late breaking guidance from the government and has been involved in making recommendations to them to help practically shape federal tax legislation and administrative guidance.
(11/2/20)
Non-Member Price $140.00
Member Price $105.00