Top 20 Tax Planning Strategies to Implement Before Year-end (PSIM)

Robert Lickwar, CPA, Lance Weiss, CPA, CVA, Brian J. O’Sullivan, CPA, CVA, Michael J. Tucker, CPA, LL.M. (moderator)
  • 3
  • Intermediate
  • Taxes

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Overview

With less than two months to go before the end of 2016, it is time to discuss tax planning strategies with both individual and business clients that will help them reduce their tax bills.  This program is a rundown of 20 proven tax strategies as well as new techniques that practitioners can use to help their individual and business clients before the end of 2016. This program will enable you to explain and to apply strategies that your clients can adopt to lower their income tax liability for 2016. Individuals and business owners do not want to be burdened with income taxes that could be reduced or eliminated through tax planning and expect their tax advisors to be up-to-date with the latest tax reduction strategies.  This program will provide you with helpful suggestions to lower both individual and business taxes.   

Major Topics:

  • Practical steps individuals can take before the end of 2016 to lower their personal income taxes
  • Practical steps businesses and business owners can take before the end of 2016 to lower business income taxes

Learning Objectives

Understand how to apply 20 popular tax reduction strategies that can reduce individual and business taxes for 2016.

Any tax practitioner who wishes to understand the 20 tax reduction strategies individuals and businesses can take to reduce their tax liability for 2016

Experience with handling basic individual income tax transactions

None

Yes

Yes

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