August 28, 2017


Westin Huntsville
6800 Governors West NW, Huntsville, Madison County, Alabama 35806-3202

8 Total CPE Credits


Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies

  • Instructor

    Michael Frost

Learning Objectives

Recall how to increase client wealth by focusing on tax-saving opportunities not considered in the past. Apply tax-planning moves in light of new and recent tax developments. Recognize ways to protect your client from tax pitfalls. Recall anticipated possible tax legislation and determine how to position your clients for financial success.

Major Topics

Impact of Supreme Court's rejections of Defense of Marriage Act New 0.9% and 3.8% Medicare taxes Mutual fund tax strategies All about Roth IRAs - including strategies for self-employed individuals and estate planners The 100% gain exclusion for qualified small business stock Personal residence transactions - including short sales and foreclosures Reverse mortgages can save taxes on greatly appreciated residences Converting personal residences into rentals: tax implications Tax-saving ideas for self-employed clients - including ways to reduce SE and FICA taxes, strategies for husband-wife businesses, depreciation breaks and much more Tax angles for vacation homes, timeshares, and co-ownership arrangements Divorcing clients - tax angles are critically important State-of-the-art tax planning for college expenses Employer stock options: tax planning moves

CPE Credits Available

Total CPE

Westin Huntsville

6800 Governors West NW, Huntsville, Madison County, Alabama 35806-3202

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Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax


Basic knowledge of individual income taxation

Advanced Preparation


Intended Audience

CPAs looking for innovative taxplanning techniques to help clients fight higher taxes


AICPA (Boone)

This event has ended.