
(LITX47/26) Tax Planning Based on Form 1040
January 15, 2026 @ 8:30 am - 4:30 pm
Non Member Rate: $360Event Description
The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals. Careful tax planners must weigh current rules with an eye toward the future. This course will assist the practitioner in charting alternatives and guiding clients through these complex tax times. Planning is a year-round process, and this course is loaded with ideas that can be used throughout the year to reduce taxes. Among the ideas discussed will be the Alternative Minimum Tax, charitable giving, tax-saving strategies for real estate owners and investors, and much more. Working systematically through Form 1040, the practitioner will be given many ideas on how to reduce taxes through planning.
Objectives
Identify unique planning opportunities created by recent changes to the Internal Revenue Code. Explore tax-saving strategies, including the Alternative Minimum Tax and charitable giving. Learn effective tax planning techniques for real estate owners and investors. Work systematically through Form 1040 to discover actionable tax-reduction strategies. Equip practitioners with year-round tools and ideas to guide clients in reducing tax liabilities.