Course ID: CL4CYCT

Smart Tax Planning Strategies for Individuals

Make sure your clients are protecting themselves from higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will keep more money in the hands of your clients and ensure your place as trusted advisor. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Learning Objectives

  • Recall how to increase client wealth by focusing on tax-saving opportunities.
  • 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.

Major Topics

• Tax-smart strategies for capital-gain assets and fixed-income investments • 0.9% and 3.8% Medicare taxes • Mutual fund tax strategies • Tax-saving ideas for self-employed clients – including ways to reduce self-employment and FICA taxes, strategies for husband-wife businesses, depreciation deductions, and lots more • Tax angles for vacation homes, timeshares, and co-ownership arrangements • Divorcing clients – tax angles are critically important • Understanding the tax implications of personal residence short sales and foreclosures • Employer stock options: tax planning moves

Who Should Attend

CPAs looking for innovative taxplanning techniques to help clients fight higher taxes

Fields of Study



Basic knowledge of individual income taxation



CPE Credits




This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: 888-481-3500 or
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