$98.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Taxes
Course Level
Basic
Format
Webcast
Course Description
Tax Planning is not just for the rich and famous. This course will provide insights to numerous topics so tax professionals can assist their moderate-income clients to create and preserve wealth. Ensure we provide our clients with the tools necessary to provide practical tax planning techniques and be hands-on to develop a long-term beneficial relationship. Join us in deciphering the mystery of Tax Planning for the average taxpayer.
Learning Objectives
Upon completion of this course, participants will be able to:
- Demonstrate how QCD can reduce taxes and maximize charitable deductions
- Discuss Form SSA-44, Life-Changing Events and reducing Medicare Part B premiums
- Appraise the benefits of 529 Plans and Paying for College and implement
- Counterintuitive tax planning regarding Scholarships and AOTC
- Analyze, compare and PLAN regarding Retirement plans
- Dramatize 401(k) savings for the average taxpayer
- Critique Divorce situations to benefit clients and explain why 50/50 is not always equal
- IRC 121 opportunities
- Clarify the implications of the capital gains reduced tax rate and potential issues
- Illustrate bunching of itemized deductions
- Translate when to take Social Security and related issues
- Review employing your child
- Examine Health Reimbursement Arrangements & Employing your spouse
- Understand unique elderly client issues and Estate planning/Will issues
Course Specifics
WC1824398912
January 13, 2025
None
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02690-25-O
IRS Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-2130
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representation. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives. Additionally, A.J volunteers his time with the Iowa Legal Aid’s Managing Attorney assisting in Tax Court cases and assorted income tax issues. A.J. brings his everyday “in the trenches” experience to seminars and webinars for multiple organizations to assist attendees with real issues affecting tax professionals. A.J. started his …
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