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Individual Tax Planning (LIVEBROADCAST)

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Overview

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 subchapter includes 15-30 planning tools, checklists and example guidance illustrating the rules and tools needed to utilize the idea presented.

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.  It is a course designed for tax planning rather than tax compliance. Suitable for both beginners and long-experienced practitioners, this is an unusual class that is both personally and client-beneficial.

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 the maze 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 subchapter includes 15-30 planning tools, checklists and example guidance illustrating the rules and tools needed to utilize the idea presented.

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Event Materials

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Printed manuals can be ordered by in-person attendees 7+ days in advance of most seminars or conferences. Pick these up at registration the day of the event. Electronic versions can be saved to your desktop, laptop or storage device and can be printed in part or wholly by registered attendees.

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Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

ITP1031

8 CPE Credits
Tax: 8 Credits

Registration

Member Price:
$299 $349
Non-member Price:
$399 $449
    Register by October 10th for Early Bird Pricing.

    Registration is open through 10/30.

    Thursday, October 31st

    8:00am to 4:00pm
    (Check-In 7:30am)

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    Gratzer Education Center

    1735 Alliant Ave.
    Louisville, KY 40299

    Map and Directions

    Instructor

    Ron Roberson