Cut Your Client's Tax Bill: Individual Planning Tips and Strategies

(AICPA) Revised Edition 

by William Bischoff (Author) 

Many clients and businesses are highly focused on the impact of taxes and tax rates on their bottom line. President Trump and Congress's passage of the Tax Cuts and Jobs Act brought unhappy surprises to many taxpayers accustomed to getting tax refunds. Make sure your clients are protecting themselves from higher taxes.

Completely updated for tax law changes and Tax Court decisions, this book will bring you up to date on the latest strategies that will preserve your clients' wealth and ensure your role as a trusted adviser to your clients. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies.

Key topics covered include;

• Sales of capital gain assets and real property
• Planning for employer stock options, employer stock held in retirement accounts, and restricted stock
• Maximizing tax benefits for personal residence transactions
• Tax-planning opportunities with vacation homes, timeshares, and co-ownership arrangements
• Planning for divorce
• Tax-saving tips for self-employed clients
• Tax-smart college financing strategies