Event Description

Plan smarter and preserve more value with practical strategies for managing capital gains, harvesting losses, and optimizing tax basis decisions. This course equips practitioners with actionable planning techniques to minimize tax impact and improve outcomes for clients and businesses.

Objectives

Apply planning steps; assess impacts; build a client/company checklist. Use checklists and review steps to reduce errors in entity and individual workflows. Apply current federal and South Carolina guidance to common filing, planning, and compliance scenarios. Identify high-risk positions, documentation requirements, and audit triggers; strengthen workpaper support. Evaluate fact patterns to select treatment, elections, and documentation steps.