Checkpoint Learning

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

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

COVID-19 federal tax relief measures, the SECURE Act, and the Tax Cuts and Jobs Act (TCJA) impact many individual clients. This interactive course offers an array of federal tax-saving strategies and tips, 49 in all, to assist you in tax planning and compliance for individual clients in the current unsettled environment. Chapter 1 covers various tax tips for investors, such as taking advantage of the lower capital gains tax rates and managing capital losses and loss carryovers; Chapter 2 covers tax tips for retirement account owners; and Chapter 3 delivers tax-saving tips for homeowners and real estate investors. Next, Chapter 4 addresses tax tips for education expenses. Then, Chapter 5 covers tax tips for families, such as work-related tax saving opportunities, tax breaks for supporting a relative, and medical expense deductions for continuing care facilities. Finally, Chapter 6 presents estate and gift tax planning tips. This course is most beneficial for professionals new to individual taxes, who may be at the staff or entry level. 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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