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DTSTART;TZID=America/Detroit:20260115T083000
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SUMMARY:(LITX47/26) Tax Planning Based on Form 1040 - Part I
DESCRIPTION:Event Description\nWith major tax changes expected to take effect under the 2025 reform bill\, the 2026 filing season will bring a new wave of planning opportunities—and potential pitfalls. This course focuses on how tax professionals can use Form 1040 as a planning tool\, incorporating both current law and the likely provisions of the new legislation. We’ll cover the most impactful changes affecting individual filers\, while still providing strategies that work even if portions of the bill are delayed or adjusted. \nParticipants will walk through the core components of Form 1040 to identify ways to reduce tax liability\, manage AGI\, and optimize planning for retirement\, education\, small businesses\, and high-income clients. The course also highlights strategies around the Alternative Minimum Tax and other sections likely affected by the new law. \n\nEnrolled Agent Approved \nDesigned For\nCPAs\, EAs\, attorneys\, financial planners\, insurance agents\, and bankers \nObjectives\nAt the end of this course\, you will be able to: \n\nIdentify planning opportunities using current and expected 2025 tax law changes \nAnalyze Form 1040 line-by-line for areas of client savings and exposure \nApply AGI management strategies to optimize deductions and credits \nEvaluate updated rules for Roth IRAs\, retirement planning\, and AMT exposure \nUtilize HSAs and 529 plans under current and projected contribution limits \nRecommend tax-efficient approaches for real estate and small business owners \nRecognize key changes affecting charitable contributions and income shifting \nIntegrate estate and income tax strategies in light of updated exemption levels\n\nMajor Subjects\n\n2025 tax reform and its effect on individual planning \nAdjusted Gross Income: planning levers and phaseouts \nHealth Savings Accounts and Section 529 planning strategies \nAMT strategies with updated exemption thresholds \nRoth IRA conversions and retirement optimization \nCharitable giving under new and existing tax rules \nTax planning for real estate investors and small business owners \nCoordinating estate and income tax strategies \nShifting income to children and evaluating updated kiddie tax rules
URL:https://sc.cpa/event/litx47-26-tax-planning-based-on-form-1040/
LOCATION:SC
CATEGORIES:Livestream
ORGANIZER;CN="Arthur Werner%2C JD%2C MS (Taxation)":MAILTO:donna@werner-rocca.com
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SUMMARY:(LITX71/26) Tax Planning Based on Form 1040 - Part II
DESCRIPTION:Event Description\nWith major tax changes expected to take effect under the 2025 reform bill\, the 2026 filing season will bring a new wave of planning opportunities—and potential pitfalls. This course focuses on how tax professionals can use Form 1040 as a planning tool\, incorporating both current law and the likely provisions of the new legislation. We’ll cover the most impactful changes affecting individual filers\, while still providing strategies that work even if portions of the bill are delayed or adjusted. \nParticipants will walk through the core components of Form 1040 to identify ways to reduce tax liability\, manage AGI\, and optimize planning for retirement\, education\, small businesses\, and high-income clients. The course also highlights strategies around the Alternative Minimum Tax and other sections likely affected by the new law. \n\nEnrolled Agent Approved \nDesigned For\nCPAs\, EAs\, attorneys\, financial planners\, insurance agents\, and bankers \nObjectives\nAt the end of this course\, you will be able to: \n\nIdentify planning opportunities using current and expected 2025 tax law changes \nAnalyze Form 1040 line-by-line for areas of client savings and exposure \nApply AGI management strategies to optimize deductions and credits \nEvaluate updated rules for Roth IRAs\, retirement planning\, and AMT exposure \nUtilize HSAs and 529 plans under current and projected contribution limits \nRecommend tax-efficient approaches for real estate and small business owners \nRecognize key changes affecting charitable contributions and income shifting \nIntegrate estate and income tax strategies in light of updated exemption levels\n\nMajor Subjects\n\n2025 tax reform and its effect on individual planning \nAdjusted Gross Income: planning levers and phaseouts \nHealth Savings Accounts and Section 529 planning strategies \nAMT strategies with updated exemption thresholds \nRoth IRA conversions and retirement optimization \nCharitable giving under new and existing tax rules \nTax planning for real estate investors and small business owners \nCoordinating estate and income tax strategies \nShifting income to children and evaluating updated kiddie tax rules
URL:https://sc.cpa/event/litx71-26-tax-planning-based-on-form-1040-part-ii/
LOCATION:SC
CATEGORIES:Livestream
ORGANIZER;CN="Arthur Werner%2C JD%2C MS (Taxation)":MAILTO:donna@werner-rocca.com
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