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Overview

8.0 Credits
ONLINE

The range of estate and financial planning issues about Generation X (people born after 1964) is vast. Take a fresh look at the practitioner's problems in planning for their Generation X and Y clients and carrying out those plans.

Objectives

  • Identify and recall how to comply with the latest requirements resulting from federal tax statutes, regulations, cases, and rulings.
  • Use new planning ideas for individuals and sole proprietors resulting from recent tax changes.

    • Major Topics

  • Latest tax legislation, court rulings, and IRS pronouncements related to individuals and sole proprietors
  • Practical return preparation tips
  • Latest developments for pass-through entities that affect Schedule C and Schedule E
  • Tax-saving ideas
  • Unique Insights into new planning strategies
  • Latest IRS rulings impacting individuals
  • Latest developments on estates, gifts, and trusts
  • Depreciation and amortization
    •

    Designed For

    Tax practitioners in public practice and industry that need to stay on top of the latest changes in federal tax law for individuals and sole proprietors

    Prerequisite

    Familiarity with federal tax issues for individuals

    Advanced Preparation

     
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