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Cut Your Clients Tax Bill: Individual Tax Planning Tips and Strategies


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Bill Bischoff, "Cut Your Clients Tax Bill: Individual Tax Planning Tips and Strategies"
English | ISBN: 111951231X | 2018 | 272 pages | PDF | 15 MB

Are your clients protecting themselves from the onslaught of higher taxes? Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this CPE course will bring you up-to-date on the latest strategies that will keep more money in the hands of your clients and make you look like a hero!

Learning Objectives
This course will prepare you to do the following:

Determine when selling capital assets, business assets, and real estate are to a client's advantage
Apply like-kind exchange rules under Section 1031
Identify ways to advise clients on how to minimize taxes on employer stock options and employer stock held in qualified retirement plan accounts
Differentiate between incentive stock options (ISOs) and nonqualified stock options (NQSOs)
Determine ways to help clients obtain maximum tax savings from vacation home and timeshare properties
Differentiate between the rules for "regular" vacation homes, timeshares, and co-ownership deals
Determine appropriate federal income tax advice for clients who are separated, divorcing, or divorced
Recall ways to help middle-class clients identify college financing tax breaks
Identify tax-saving college financing manoeuvres for higher-income clients who are ineligible for the well-known education tax breaks
Identify strategies of husband-wife businesses that will reduce Social Security and Medicare taxes
Identify strategies for how parents can employ their children through their closely held business


http://nitroflare.com/view/85E147584426E4F/111951231X.pdf


https://rapidgator.net/file/f48b3ecce27e0d2d01bc97f49138f4d0/111951231X.pdf.html

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