Login

Bischoff, Bill

Cut Your Clients Tax Bill: Individual Tax Planning Tips and Strategies

Bischoff, Bill - Cut Your Clients Tax Bill: Individual Tax Planning Tips and Strategies, ebook

107,70€

Ebook, ePUB with Adobe DRM
ISBN: 9781119512325
DRM Restrictions

Printing82 pages with an additional page accrued every 9 hours, capped at 82 pages
Copy to clipboard5 excerpts

This title provides the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this book will bring you up-to-date on the latest strategies that will keep more money in the hands of clients and make their accountant look like a hero!

This book will help:

  • Determine when selling capital assets, business assets, and real estate are to a client’s advantage
  • Apply like-kind exchange rules under Section 1031
  • Identify ways to advise clients on how to minimize taxes on employer stock options and employer stock held in qualified retirement plan accounts
  • Differentiate between incentive stock options (ISOs) and nonqualified stock options (NQSOs)
  • Determine ways to help clients obtain maximum tax savings from vacation home and timeshare properties
  • Differentiate between the rules for “regular” vacation homes, timeshares, and co-ownership deals
  • Determine appropriate federal income tax advice for clients who are separated, divorcing, or divorced
  • Recall ways to help middle-class clients identify college financing tax breaks
  • Identify tax-saving college financing manoeuvres for higher-income clients who are ineligible for the well-known education tax breaks
  • Identify strategies of husband-wife businesses that will reduce Social Security and Medicare taxes
  • Identify strategies for how parents can employ their children through their closely held business

Keywords: CYCT, tax planning, income taxation, tax law, investment strategies, capital gain, employer stock options, retirement accounts, self-employed individual, Marital planning, College Financing, ISO, NQSO, Roth IRA

Author(s)
Publisher
John Wiley and Sons, Inc.
Publication year
2017
Language
en
Edition
1
Series
AICPA
Page amount
272 pages
Category
Economy
Format
Ebook
eISBN (ePUB)
9781119512325
Printed ISBN
9781119512318

Similar titles