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Assets, Income and Cash (Mini)

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE General Understanding of Federal Income Taxation Taxes Experience LevelCourse IDCPE CreditsAuthor Basic to Intermediate DS-2014 3 Danny Santucci Assets Income and Cash (Mini) Cours ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE General Understanding of Federal Income Taxation Taxes
Experience Level Course ID CPE Credits Author
Basic to Intermediate DS-2014 3 Danny Santucci

Assets Income and Cash (Mini)


Course Description:
This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified ex-planation of tax-economics that will permit the tax professional to locate, ana-lyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the account-ant into the world of financial planning.

Who Should Attend: CPAs, Enrolled Agents, Registered Tax Preparers and all Tax Professionals

Topics Covered:

* Comparing goals and purposes
* Investment goals and retirement planning
* Building an estate
* Section 1031 “like kind” exchanges
* Retirement plans
* Tax credits and estimated taxes
* Basic deductions
* Income splitting
* Elimination
* Fringe benefits

Learning Objectives:
1. Identify investment purposes and retirement misconceptions, the multi-step retirement process and the elements of investment planning.
2. Determine income types, from a tax perspective, to be budgeted into cash so that income-producing assets can be acquired and managed for an effective investment plan.
3. Recognize the means of achieving tax deferral noting like-kind ex-changes, retirement plans and installment sales, and specify the double financial benefit of exchanging through tax postponement and possible tax elimination.
4. Determine how to use tax credits, estimated taxes, and basic deduc-tions to effectively reduce federal income tax and thereby increase dis-cretionary income for investment purposes.
5. Specify formats for income splitting that can benefit taxpayers by lowering overall taxes as a unit and permitting wealth and tax alloca-tion among individuals or entities.
6. Identify the tax benefits of the $500,000 home sales exclusion, mu-nicipal bonds, divorce and separation settlements, gifts and inheritanc-es, life insurance, fringe benefits, and Social Security to eliminate tax on realized gain and ordinary income.



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