WEBINAR: Tax Planning for the Moderate-Income Client - E3S5R-T-00855-24-O
2 Hours Tax (Federal); IRS:
Tax Planning is not just for the rich and famous. This course will provide insights to numerous topics so tax professionals can assist their moderate-income clients to create and preserve wealth. Ensure we provide our clients with the tools necessary to provide practical tax planning techniques and be hands-on to develop a long-term beneficial relationship. Join us in deciphering the mystery of Tax Planning for the average taxpayer.
Learning Objectives:
- Demonstrate how QCD can reduce taxes and maximize charitable deductions
- Discuss Form SSA-44, Life-Changing Events and reducing Medicare Part B premiums
- Appraise the benefits of 529 Plans and Paying for College and implement
- Counterintuitive tax planning regarding Scholarships and AOTC
- Analyze, compare and PLAN regarding Retirement plans
- Dramatize 401(k) savings for the average taxpayer
- Critique Divorce situations to benefit clients and explain why 50/50 is not always equal
- IRC § 121 opportunities
- Clarify the implications of the capital gains reduced tax rate and potential issues
- Illustrate bunching of itemized deductions
- Translate when to take Social Security and related issues
- Review employing your child
- Examine Health Reimbursement Arrangements & Employing your spouse
- Understand unique elderly client issues and Estate planning/Will issues
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ended 12/19/24 at 12:30 PM EST
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2.00 (Tax (Federal)) | $59.00 |
|
Non-Member
Registration Ended 12/19/24 at 12:30 PM EST
|
2.00 (Tax (Federal)) | $89.00 |
Allan J. Reynolds, EA
A.J. is an enrolled agent (EA) with over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues, and Civil Tax Fraud Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives.
Based in Sioux City, Iowa, A.J. nevertheless brings his everyday “in the trenches” experience to seminars nationally and internationally to assist attendees with real issues affecting tax professionals. A.J. has spoken Basics + Beyond Income Tax Seminars and Webinars, NATP National Conference and Webinars, NAEA Webinars, NTI Resort Conferences, and Iowa State University Webinars and Annual Tax Seminars.
A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. During his time on the destroyer, A.J. and crew members were awarded the Navy Expeditionary Medal for their work in the Straits of Hormuz off the coast of Iran.
Outside of his tax practice, he is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.
No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352