Personalized Tax Strategies

Reinforce IRS compliance and ethical boundaries in planning

Wealth Maximization Techniques

Equip CPAs to advise high-income clients on effective tax planning

Expert Guidance

Enhance understanding of complex investment and giving strategies

About the Course

This course equips CPAs and tax professionals with effective strategies to manage tax liability and optimize wealth for high-income clients. Topics include the Net Investment Income Tax (NIIT), Alternative Minimum Tax (AMT), income deferral techniques, charitable giving, and advanced planning using pass-through entities and trusts. The course focuses on practical, ethical planning approaches tailored to the evolving tax environment.

Course Curriculum

6 Chapters · 10 Lessons

  1. 1

    Course Introduction

    1. (Included in full purchase)

      Course Syllabus

  2. 2

    Module 1: Overview of High-Income Tax Considerations

    1. (Included in full purchase)

      Overview of High-Income Tax Considerations

    2. (Included in full purchase)

      Module 1 Reinforcement and Knowledge Checks

  3. 3

    Module 2: Income Shifting and Deferral Strategies

    1. (Included in full purchase)

      Income Shifting and Deferral Strategies

    2. (Included in full purchase)

      Module 2 Reinforcement and Knowledge Checks

  4. 4

    Module 3: Investment and Entity-Level Planning

    1. (Included in full purchase)

      Investment and Entity-Level Planning

    2. (Included in full purchase)

      Module 3 Reinforcement and Knowledge Checks

  5. 5

    Module 4: Charitable Giving and Advanced Strategies

    1. (Included in full purchase)

      Charitable Giving and Advanced Strategies

    2. (Included in full purchase)

      Module 4 Reinforcement and Knowledge Checks

  6. 6

    Final Exam

    1. (Included in full purchase)

      Final Exam

Ready to Transform Your Tax Strategy?

Unlock the power of strategic tax planning to safeguard your wealth and minimize tax burdens. Join now to gain exclusive access to expert insights and personalized guidance.

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