Tax Planning

 

Find courses that cover fundamental tax law for individuals and businesses, trusts and estates, and techniques for tax reduction/management.


Tax Planning (CE Credit)
Collapse FPA Annual Conference 2018: Tax Reform - The Final Edition - On Demand

It’s critically important that Financial Professionals get quickly up to speed on how their best clients will be impacted by tax reform. The session will specifically cover: 
- The Complete Overhaul of Itemized Deductions 
- The New Rate Structure for Individuals 
- The New Child & Family Tax Credits 
- Re-thinking DrawnDown Strategies 
- Re-thinking Charitable Strategies 
- Roth Conversions Going Forward 
- Advanced Income Tax Planning Using Trusts 
- The Massive Change to the Taxation of Pass Thru Income

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

Formats Available: Streaming
Original Course Date: October 02, 2018

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2018: Tax Reform - The Final Edition - On Demand
    Collapse FPA Annual Conference 2018: Tax-Efficient Withdrawal Strategies for High-Income Taxpayers - On Demand

    Let’s define high-income taxpayers as those who will have to pay taxes on 85% of their social security benefits after they begin RMDs. Each time a married couple’s MAGI exceeds $170,000, $214,000, $267,000, or $320,000 by even $1 their joint annual Medicare premiums two years hence can increase by up to $2,424. The dollar amounts for singles are half these levels. These premium increases are essentially tax increases. This session will discuss what taxpayers can do both before and after age 70.5 to minimize the size of their future Medicare premiums.
     

    Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

    Formats Available: Streaming
    Original Course Date: October 03, 2018

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2018: Tax-Efficient Withdrawal Strategies for High-Income Taxpayers - On Demand
    Collapse FPA Annual Conference 2019: A Comprehensive Approach to Year-End Tax Planning

    Although 2019 started with a government shut down, the government did not stay shut down for long. Come hear the latest end-of-year tax planning strategies regarding qualified business income deductions, opportunity zones, capital gains indexing, the SECURE Act, and other subjects your clients are sure to ask you about.

    Learning Objectives

    • Explain a comprehensive analysis of client's tax situation.
    • Describe the significance of recent tax proposals to their clients.
    • Recommend tax-reduction suggestions for 2019 and future years. 


    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: November 05, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2019: A Comprehensive Approach to Year-End Tax Planning
    Collapse FPA Annual Conference 2019: Tax-Efficient Withdrawal Strategies for Five Common Household Groups

    Middle-income households – singles and couples – pay taxes on less than 85% of Social Security benefits, while higher-income households pay taxes on 85% of benefits. In this session, learn about tax-efficient withdrawal strategies for five common household groups. The discussion also includes the less talked implications of the recent tax act on pre-retirement households.

    Learning Objectives

    • Describe how the taxation of Social Security benefits and income-based increases in Medicare premiums cause sharp increases in retirees’ marginal tax rates. 
    • Identify steps middle-income and high-income households can take that may dramatically reduce their lifetime taxes and lifetime Medicare premiums.  
    • Develop strategies pre-retirement households, including households decades from retirement, should consider now to improve their retirement prospects.


    Level of Complexity: Advanced

    Formats Available: Streaming
    Original Course Date: November 05, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2019: Tax-Efficient Withdrawal Strategies for Five Common Household Groups
    Collapse FPA Annual Conference 2019: Trust Jam Session -- Enumeration & Appreciation

    This will be a 30-minute road trip as we survey the landscape of trust types including ILITs, CRTs, QPRTs, GRATs ‘n GRUTS.  What are they used for? When do you use them? Learn how trusts often coordinate with each other, how they spring into existence upon the death of a spouse and how intra-family trusts with a focus on “continuing trusts” allow an adult child to keep their inheritance in trust for lifetime protection from creditors, predators, spouses and ex-spouses.

    Learning Objectives

    • Identify different types of trusts, their intended purpose and implementation process.
    • Explain estate planning strategies when evaluating a client’s current estate.
    • Evaluate trusts from the aspect of risk management, tax planning, and post-mortem planning

     

    Level of Complexity: Intermediate

    Formats Available: Streaming
    Original Course Date: November 05, 2019

    Approved Credit:
  • FPA: 0.50 hours CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2019: Trust Jam Session -- Enumeration & Appreciation
    Tax Planning (No Credit)
    Collapse Journal in the Round: Planning for Tax Planning


    For November’s tax-themed Journal in the Round, Julia Brufke Wenger, CFP®, will share what she calls her “seasons of planning” strategy for ramping up and getting ready for tax season. She will be joined by fellow panelist Mark L Prendergast, CFP®, to discuss how planning effectively for tax-planning season can simplify business processes, improve customer service, strengthen relationships with her clients and reduce stress for all. This online, interactive roundtable will be led by moderator and FPA volunteer Raymond Benton, CFP®.

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: November 20, 2019
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE Journal in the Round: Planning for Tax Planning