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Wednesday, November 17, 2021 Live Webcast

Income Tax Planning - Tax Staff Essentials (E2111131)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

webcast

ON24

8.0 CPE Credits in TX

OVERVIEW

Since Congress's passage of the Tax Cuts and Jobs Act, many clients and businesses are highly focused on the impact of taxes and tax rates on their bottom line. Make sure your clients are protecting themselves from higher taxes. Completely updated for tax law changes and Tax Court decisions, this course will bring you up-to-date on the latest strategies which will preserve your clients’ wealth and ensure your role as a trusted adviser to your clients! Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies.

This course features a live instructor and has been specifically designed for the NJCPA.

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

Advanced

PREREQUISITES

Basic knowledge of individual income taxation.

ADVANCE PREPARATION

None

INSTRUCTOR

Richard Lahijani

Richard Lahijani, CPA, CGMA, MST

Richard Lahijani, CPA, CGMA, MST JBL Consulting LLC/New York, NY

Mr. Rich Lahijani is a professor of taxation at New York University’s Stern School of Business. He is also a faculty member at City University of New York (“CUNY”) where he teaches federal taxation, and graduate accounting courses.

Before coming to academia, Mr. Lahijani was a Senior Tax Manager at Deloitte Tax LLP, in their New York Tax Practice. Mr. Lahijani’s primary focus was in the Real Estate sector in the tri-state area. Rich also served clients in the financial services, and hospitality areas. Mr. Lahijani has over 15 years of public accounting experience, and held a key leadership role in the tax consulting and structuring of one of the largest REIT IPOs in modern US history.

Mr. Lahijani is an accomplished speaker and has authored multiple articles, and professional publications.

PRICING

$289.00 - Member

$439.00 - Nonmember

AICPA members receive a discount of $30 for this event.

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

American Institute of CPAs