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Thursday, October 31, 2019 Live

Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies (E1910201)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

NJCPA Learning Center

105 Eisenhower Parkway, Suite 300
Roseland , NJ 07068

8 CPE Credits in TX

OVERVIEW

Make sure your clients are protecting themselves from 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 course will bring you up-to-date on the latest strategies which will preserve your clients’ wealth and ensure your role as trusted advisor to your clients! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

DESIGNED FOR

CPAs looking for innovative tax-planning techniques to help clients fight higher taxes.

BENEFITS

  • Recall how to increase client wealth by focusing on tax-saving opportunities not considered in the past
  • Apply tax-planning moves in light of new and recent tax developments
  • Recognize ways to protect your client from tax pitfalls
  • Recall anticipated possible tax legislation and determine how to position your clients for financial success

HIGHLIGHTS

  • Impact of Supreme Court’s rejections of Defense of Marriage Act
  • New 0.9% and 3.8% Medicare taxes
  • Mutual fund tax strategies
  • All about Roth IRAs - including strategies for self-employed individuals and estate planners
  • The 100% gain exclusion for qualified small business stock
  • Personal residence transactions - including short sales and foreclosures
  • Reverse mortgages can save taxes on greatly appreciated residences
  • Converting personal residences into rentals: tax implications
  • Tax-saving ideas for self-employed clients - including ways to reduce SE and FICA taxes, strategies for husband-wife businesses, depreciation breaks and much more
  • Tax angles for vacation homes, timeshares, and co-ownership arrangements
  • Divorcing clients - tax angles are critically important
  • State-of-the-art tax planning for college expenses
  • Employer stock options: tax planning moves

COURSE LEVEL

Intermediate

PREREQUISITES

Basic knowledge of individual income taxation.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • *AICPA members deduct an additional $30 from applicable price.

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

INSTRUCTOR

Arthur Auerbach

Arthur Auerbach, CPA, CGMA
(4.6)

Arthur Auerbach, CPA, CGMA is an independent tax consultant located in Atlanta, Georgia, specializing in tax consulting and estate and financial planning for individuals and closely held businesses. He is affiliated with the Asbury Law Firm as a team member and special consultant. He is a member of the Georgia, Virginia, New York, and Greater Washington CPA societies and licensed in each jurisdiction. Art was appointed to the AICPA Tax Executive Committee for a three-year term in 2018. In May 2021, Art was appointed to be a member of the AICPA Tax Practice and Procedure Committee, and in 2024, he became the vice-chair of the committee. He is scheduled to be the Chair effective May 2025. He is a life member of the American Institute of CPAs. He serves on the Georgia Department of Revenue Commissioners Advisory Group, the Financial Literacy Task Force, and Leadership Council, in addition to being the immediate Past Chair of the GSCPA Federal State Tax Task Force. He is also a former member of the Virginia Society’s Tax Committee. He has served as an advisor to the District of Columbia Office of Tax and Revenue and the Tax Commissioners Advisory group in Virginia. Art is a nationally recognized speaker on a variety of tax topics offered for continuing education for CPAs and financial planners. He has authored several publications and articles.

PRICING

In-Person Registration

    $279.00 - Member

    $379.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

American Institute of CPAs

AREAS OF INTEREST