August 18, 2022 8:00am – 3:30pm Map & Directions 602-252-4144

Webcast: Key Tax Planning Concepts and Issues

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

CPAs add value to their clients in the tax arena by offering more than just return preparation. Understanding the key techniques and options in tax planning is key to providing clients with a real service beyond simple tax compliance. This session will look at the major concepts behind tax planning strategies and let participants find opportunities for their clients that exist in the tax law.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Taxation
8

Objectives

Participants will be able to:

  • Understand the key concepts used by advisers in tax planning.
  • Explain the concept of tax deferral to clients and why it is better to pay taxes later in time.
  • Recognize opportunities to convert taxable income from a highly taxed form to a low-taxed form.
  • Recognize purported strategies that are not supported by the tax law, and offer up alternatives that are allowed under the law.
  • Explain to clients how the ultimate goal of tax planning is an increase in after-tax wealth over time-not necessarily just paying less in taxes.
  • Evaluate options for a client to determine which strategies will and will not serve to maximize after-tax wealth.

Course Level

Intermediate

Vendor

Kaplan Development Group More With This Vendor

Designed For

CPAs, accountants and financial professionals with 4-5 years of experience in income taxation.

Prerequisites

None.

Event Leaders

Zollars, Edward K.

Rating: 4.87


Edward K. Zollars, CPA, is in public practice in Phoenix, Arizona as a partner with the firm of Thomas, Zollars & Lynch, Ltd. He has been in practice for more than 35 years, specializing in tax issues for closely held businesses and individuals. Zollars has been professionally involved with both tax and technology issues, combining the two disciplines in producing the Current Federal Tax Development Update Podcast and website, dealing with current tax issues. He has been a member of AICPA Tax Division Committees focusing on tax and technology issues and was the Tax Section's representative on three occasions to the AICPA's Top Ten Technologies project. He is also a member of the Phoenix Tax Workshop's Advisory Committee and currently serves on the Tax Legislation Liaison Committee for the Arizona Society of CPAs. Zollars was selected as a Life Member by the Arizona Society of CPAs in May, 2010. Along with writing, editing and presenting courses for Loscalzo Institute, Zollars has written articles published in Practical Tax Strategies and the Tax Adviser. He has been a frequent contributor to a number of professional tax discussion groups, and served as systems operator on the AICPA's Accountants Forum in the mid-1990s. He has spoken regularly on tax and technology topics since 1996, speaking before conferences sponsored by the AICPA and a number of state societies of CPAs.


More With Zollars, Edward K.

Highlights

  • Deferral planning options available, including those via the use of retirement plans.
  • How the time value of money works to increase the value of deferral strategies.
  • Opportunities to convert income to tax-advantaged (lower-taxed) forms.
  • The standards of support necessary to recommend a position to a taxpayer with and without disclosure.

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