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Tax Planning Based Upon Form 1040

  • 05/19/2021
  • 9:00 AM - 11:00 AM
  • Webinar-ACPEN

Registration


Register

The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals. Careful tax planners must weigh current rules with an eye toward the future. This course will assist the practitioner in charting alternatives and guiding clients through these complex tax times. Planning is a year-round process, and this course is loaded with ideas that can be used throughout the year to reduce taxes. Working systematically through Form 1040, the practitioner will be given many ideas on how to reduce taxes through advance planning.

**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Objectives:

  • To teach the practitioner to chart alternatives and guide clients through complex tax issues based on Form 1040

  • To provide strategies for reviewing a prior year’s tax return and identifying tax planning opportunities
Topics Discussed:
  • Integration of Planning
  • Child issues
  • Alimony issues
  • Other divorce issues
  • Death of a client
  • Terminally ill issues
  • Damages and attorney fees
  • Retirement issues
  • Medical expenses
  • Fringe benefit issues
  • Disaster losses
  • Kiddie tax issues
Designed for: CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Level: Intermediate

Instructor: Arthur Werner

Developer: Arthur Werner

CPE Credits: 2

Area(s) of Study: Taxes  - Technical

Prerequisite: None


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3100 South Columbia Road
Suite 500
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727
Email: info@ndcpas.org

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