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Course Details

Mastering the Art of Tax Planning (Video) (Course Id 979)

Updated / QAS / Registry / EA
Author : Stuart Sobel, Enrolled Agent (EA), Author, Radio Host, Indiana University Faculty
Status : Production
CPE Credits : 2.0
IRS Credits : 2
Price : $29.95
Passing Score : 70%
NASBA Technical: Yes
Primary Subject-Field Of Study:

Taxes - Taxes for Course Id 979

Description :

Tax planning is fire prevention. Tax preparation is arson investigation. Tax professionals need to be more than “historians” of the past: they must be the “planners and facilitators” of the future. Instructor Stuart Sobel shares his 48 years of experience in this unique class that will provide practical ways to assist your clients as they navigate through the bottomless abyss called the American tax system.

Course topics:

    • Translating the financial or business plans of the client into tangible tax savings for the future
    • Anticipating the impact of the changing tax climate in the United States
    • Choosing the best tax “choices” for your client
      o Retirement plans
      o Forms of business organization
      o Hobby versus business
      o Charitable giving
      o Opportunities to convert realized income into non-recognized income
      o Understanding the differences between a tax shelter and an abusive tax shelter
      o Office in home, auto expenses, travel, and entertainment
      o Minimizing recordkeeping requirements without giving away tax savings
      o Teaching a client how to properly treat an aggressive tax position
      o Timing for tax savings
      o And more
    • Analyzing IRS data to compare your clients to other clients

Usage Rank : 0
Release : 2018
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 02-Apr-2018
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - IRS Enrolled Agents - 979

Keywords : Taxes, Mastering, Art, Tax, Planning, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

    • Obtain improved knowledge of your client’s financial background and plans for the future
    • Analyze the impact of future tax law changes on specific clients
    • Secure skills to guide clients toward improving their future financial status
    • Acquire in-depth knowledge of the differences between realized and recognized income
    • Obtain skills of analyzing completed tax returns for recommendations for future planning
    • Discern the differences between legitimate and abusive tax shelters
    • Reduce future scrutiny by the IRS
Course Contents :

Chapter 1 - Mastering the Art of Tax Planning


Chapter 1 Review Questions


Tax Transcript Glossary

CPE Taxes Course: https://www.cpethink.com/irs-ea-cpe-courses
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