Individual Tax Planning Topics Webinar

Aug 24
9:30 - 5:00 p.m.

Online

8-Tax
CPE Credits

  • Determine how to integrate year-round tax planning into your practice.
  • Identify techniques for individual tax planning.
  • Identify tax planning opportunities and strategize with your clients about areas that will save them money.

Highlights
  • Tax planning engagements
  • Interest and dividends tax traps
  • Passive activities
  • The 3.8 percent Medicare Tax on net investment income
  • Social Security
  • Charitable contribution planning
  • AMT
  • IRAs and other tax deferrals
  • California hot topics

Registration

PICPA Member: $245
Nonmember: $345

More Information

Course No. 4182287C Level: Intermediate

Prerequisites:

Basic knowledge in individual income taxes.

Notes

This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.

Speaker(s)

Karen Brosi