Top 10 Individual Tax Planning Issues for Your Client's Financial Well- Being (B1041209)

REGISTRATION STATUS: OPEN

Delve into the Top 10 individual tax planning and compliance issues that will allow you to help your individual clients maximize their tax savings and leverage their overall financial positions.

Date:	Monday, December 14, 2009
Time:	8:30am - 4:30pm (Registration at 8:00am )
Facility:	Embassy Suites San Luis Obispo, San Luis Obispo
Area:	San Luis Obispo
CPE Credit:	6.5 MCLE (Min Cont Legal Educ) 8.0 CFP-Income Tax Planning 8.0 CPE (Continuing Professional Education) 8.0 CTEC Federal Hours
Instructor:	Noelle Allen , CPA
NASBA Subject Area:	Taxes
Delivery:	Group Live
Course Level:	Intermediate
Fee:	$185 CalCPA Members, $240 Nonmembers

Objectives:

Deepen your understanding of important individual tax issues.

Learn to apply planning techniques to maximize tax savings.

Review critical and late-breaking 1040 individual tax topics.

Major Topics:

Introduction

Kiddie tax
Social Security update

Investments
- Capital gains and losses
Stock options
AMT planning and highlights
Education incentives
Real estate issues
Retirement plans
Health Savings Accounts
Long-term care health insurance
Interest expense deductions
Tax planning for marriage and divorce

Designed for:

CPAs, attorneys and other tax professionals who work with individual tax clients.

Prerequisite:

None

Advanced Preparation:

None

Note:

Cost: Members: Early Bird before Nov. 20 $170; After Nov. 20 $185 Nonmembers: Early Bird before Nov. 20 $225; Regular after Nov. 20 $240