Webcast Title: Larry Stein’s Tax Update And Planning Review For Wealthy High-Income Clients – Part Two
Recommended
CPE Hours: 4 CPE Credit Hours.
Highlights:
Come join Larry Stein as he updates you and reviews key tax planning techniques for your wealthy high-income clients.. In Part Two (of this two-part webcast course), Larry will discuss Succession Tax Strategies, Family Limited Partnerships and LLCs, Retirement Tax Planning, IRAs, FBAR and FATCA Developments, and the new ABLE accounts under IRC 529A. IRS Audits of Wealthy High-Income Clients will also be highlighted. Don’t miss out on the opportunity to update your knowledge of wealthy high-income client tax planning techniques!
Learning Objectives:
Upon the successful completion of this webcast, the participants will be able to:
Explain hot selected (recent) developments that impact Family Limited Partnerships and Family Limited Liability Companies.
Explain the impact of the recent Zwerner case on the FBAR requirements.
Explain selected succession planning tax strategies.
Explain the new IRC Section 529A ABLE account rules.
Explain the impact of the required minimum distribution rules on IRA tax and estate planning.
Explain three key family business entity strategies.
Explain the IRS Audit Initiatives that impact wealthy high-income clients.
Major Topics:
Succession Planning – Businesses, Practices, Farms And Ranches – Next Moves.
Family Limited Partnerships And Family Limited Liability Companies – Partnerships – What’s Hot.
Family Business Entities – Three Key Moves.
FBAR And FATCA After The Zwerner Case.
Retirement Tax Planning And IRAs.
New ABLE Accounts (New IRC 529A Accounts).
IRs Audits – Wealthy High-Income Clients.
Designed For: CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation.
NASBA Fields Of Study: Taxes.
Level: Intermediate.
Presentation Method: Live Webcast Lecture With Questions And Answers.
Recommended CPE Credit Hours: 4 CPE Credit Hours.
Advanced Preparation: Basic knowledge of federal taxation.
Prerequisites: Basic knowledge of federal taxation.
Texas Registration: 009838
“I have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of my CPE program.”
Larry
Stein Continuing Education LLC
ID# 109111
Lawrence J Stein
9620
NW 82nd Street
Tamarac, FL 33321
Phone: 954.721.5588
Group
Internet-Based
Group Live Based
Larry Stein Continuing Education LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.learningmarket.org
