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49 Ways to Reduce Taxes for Individuals and Make Them Clients for Life  

CATEGORY: Taxation
    Online & Mobile, Download
10 CPE Credits
Level: Basic

The Tax cuts and Jobs Act impacted many parts of individual taxes. This interactive course explores various tax strategies, 49 tips in all, to assist you in guiding your clients in tax planning and filing. First, Chapter 1 includes various tax tips for investors, such as taking advantage of the lower capital gains tax rates and managing losses and carryovers; Chapter 2 covers tips regarding retirement accounts, specifically IRAs and Roth IRAs; and Chapter 3 discusses tax tips that apply to real estate investors and homeowners. Next, Chapter 4 delves into education expenses. Then, Chapter 5 includes tips for families, such as work-related tax savings, supporting a relative, and medical expense deductions for continuing care facilities. Lastly, Chapter 6 presents estate and gift tax tips. This course is most beneficial to professionals new to individual taxes who may be at the staff or entry level in organization but also for a seasoned professional with limited exposure to individual taxes.

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