Topics
Stocking Your Tax Tool Box - 2011
This Fall's Most PRACTICAL Tax Seminar!
ANSWERS TO TOUGH TAX QUESTIONS
Dave and Mike have selected
the topics for the 2011 program. They are listed below.
New Estate & Gift Tax Laws—A Step Forward & A Step Back!
- 2010 deaths—Opportunities and pitfalls. A quick look at each.
- 2011 & 2012 deaths—Old ideas upgraded with new twists.
- Unused spousal exemption—How it can help your client.
- Charts outline the new law affecting the next two years only.
- Examples showing death tax computation for 2011 & 2012.
Roth IRA Conversions—Revisited.
- Problems—2010 conversion could be spread to 2011 & 2012. Understanding tax problems created for 2011 & 2012. Fixing conversion mistakes.
- Problems—
Community Property—New
IRS Ideas For
- IRS has totally upgraded Community Property concepts in Publication 555.
- Specific rules for California RDPs & SSMCs that are NOT similar to what we use for opposite sex couples who file MFS.
- Charts clearly showing the similarities and differences!
Major Change In Calculation Of S/E Health Insurance Deduction.
- IRS has changed its position on Medicare B premiums being allowable for the self-employed health insurance deduction.
- Don’t miss the opportunity to amend previous returns!
A
- Review of the 2010 Tax Relief Act passed December 17, 2010.
- Presented in easy to use tables for quick reference.
- Final Federal regulations on mandatory e-filing.
- Review of
Mark your September calendar for the most PRACTICAL seminar of 2011!
To see the topics given in previous years, click to the right. Topics From Previous Years
Our programs meet the requirements of the California Tax Education Council. This does not constitute endorsement by the CTEC as to the quality of the course or its contribution to the professional competence of the preparer. It also complies with the requirements of Section 88(c) of the California State Board of Accountancy. Also we have entered into an agreement with the Office of the Director of Practice, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, Section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors and length of class hours. This agreement does not constitute an endorsement by the Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual.