 |
 |
1. Year-End Tax Strategies (Part 1): What Your Clients Should Do Now
Four time slots available:
|
|
| After the event, please click here to earn your CPE credit. You will be redirected to the Professional Education Center where you will need to create an account or login. Once logged in, click on the Webinar course title in My Courses and follow the steps to verify your attendance and earn your CPE credit. Email admin@smartpros.com if you need assistance. | |
Objectives:
Upon successful completion of this program, participants should be able to:
- Determine how clients can utilize their unused capital losses;
- Distinguish between the regular and long-term AMT credit; and
- Identify the actions that can be taken before year-end to lower clients' tax liability.
Summary:
With historic tax law changes already enacted, and many others looming, CPAs need to discuss with their clients the best ideas and strategies to consider implementing before January 1st. These year-end moves cannot wait until busy season. Get the jump on the important issues and help your clients understand their options. In this fast-paced program, we examine tax issues involving capital gains, dividend income, principal residence, and the alternative minimum tax.
2. Year-End Tax Strategies (Part 2): Now Is the Time to Plan for the Future
|
Four time slots available:
|
|
| After the event, please click here to earn your CPE credit. You will be redirected to the Professional Education Center where you will need to create an account or login. Once logged in, click on the Webinar course title in My Courses and follow the steps to verify your attendance and earn your CPE credit. Email admin@smartpros.com if you need assistance. | |
Objectives:
Upon successful completion of this program, participants should be able to:
- Determine how clients can utilize newly enacted tax credits;
- Distinguish between establishing a Roth IRA and converting a traditional IRA account to a Roth IRA; and
- Identify the actions that should be taken before modifications to the estate tax law.
Summary:
Your clients are aware of the "bad news" associated with declining asset and portfolio values. But tax advisers are in a unique position to provide the "good news" associated with the economic recovery: there are wealth creation opportunities associated with income tax planning, retirement savings, and estate planning. For example, this program recommends actions that could be taken in 2009 by individuals who anticipate converting their traditional IRAs to Roth IRA accounts in 2010.
© 2009 ADP, Inc. The ADP Logo is a registered trademark of ADP, Inc. 71 Hanover Rd, Florham Park,NJ 07932
