Tax Planning for Moderate Income Client
Author: A.J. Reynolds
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC |
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2028 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
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.
Publication Date: June 2025
Designed For
All Tax Professionals wanting to incorporate tax planning into their practice
Topics Covered
- §121 Opportunities
- Energy Credits
- QCDs
- Clean Vehicle Credits
- Form SSA-44
- 529 Plans/Paying for College
- Maximize AOTC
- Compare Retirement Plans
- 401(k) for employees
- Divorce Issues
- Capital Gains
- Bunching Itemized Deductions
- Elder & Estate Planning
- Social Security
- Employing Your Child
Learning Objectives
- Explain how to formulate tax planning for all types of clients
- Describe IRC § 121 opportunities
- Identify Energy Credits
- Describe how to assess credits and planning for college
- Identify types of retirement plans
- Describe how to appraise divorce issues
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
