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Cut your clients tax bill individual tax planning tips and strategies

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Cut your clients tax bill individual tax planning tips and strategies

https: //k hoth u Vi en .comAl CPA)Cut Your Client’s Tax Bill: Individual Tax Planning Tips and StrategiesBy Bill Blschoff, CPA, MBANotice to ReadersC

Cut your clients tax bill individual tax planning tips and strategiesCut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies is intended solely for use in continuing professional education and not as a r

eference. It does not represent an official position of the Association of International Certified Professional Accountants, and it is distributed wit Cut your clients tax bill individual tax planning tips and strategies

h the understanding that the author and publisher are not rendering legal, accounting, or other professional services in the publication. This course

Cut your clients tax bill individual tax planning tips and strategies

is intended to lie an overview of the topics discussed within, and the author has made every attempt to verify the completeness and accuracy of the in

https: //k hoth u Vi en .comAl CPA)Cut Your Client’s Tax Bill: Individual Tax Planning Tips and StrategiesBy Bill Blschoff, CPA, MBANotice to ReadersC

Cut your clients tax bill individual tax planning tips and strategiesexpert assistance is required, the services of a competent professional should be sought.You can qualify to earn free CPE through our pilot testing pr

ogram.If interested, please visit aicpa.org at http://apps.aicpa.oi-g/secure/CPESurvey.aspx.© 2017 Association of International Certified Professional Cut your clients tax bill individual tax planning tips and strategies

Accountants. Inc. All rights reserved.For information about the procedure for requesting permission to make copies of any part of this work, please e

Cut your clients tax bill individual tax planning tips and strategies

mail copyright@aicpa.org with your request. Otherwise, requests should be written and mailed to Permissions Department, 220 Leigh Farm Road, Durham, N

https: //k hoth u Vi en .comAl CPA)Cut Your Client’s Tax Bill: Individual Tax Planning Tips and StrategiesBy Bill Blschoff, CPA, MBANotice to ReadersC

Cut your clients tax bill individual tax planning tips and strategies............................1-1Maximizing Tax Benefits for Sales of Capital Gain Assets and Real Property.......1-1Current Capital Gain and Dividend T

ax Rates..............................................1-3Tax Smart Strategies for Capital Gain Assets.............................................1 -7 Cut your clients tax bill individual tax planning tips and strategies

Tax-Smart Strategies for Fixed-Income Investments........................................1-11Planning for Mutual Fund Transactions....................

Cut your clients tax bill individual tax planning tips and strategies

.....................1-13Converting Capital Gains and Dividends Into Ordinary Income to Maximize Investment Interest Write-Offs.......................

https: //k hoth u Vi en .comAl CPA)Cut Your Client’s Tax Bill: Individual Tax Planning Tips and StrategiesBy Bill Blschoff, CPA, MBANotice to ReadersC

Cut your clients tax bill individual tax planning tips and strategies.........................................1-28Beneficial Capital Gain Treatment Allowed for Sale of Right to Buy Land and Build Condo Project..........

........................................1-32Escape Taxable Gains Altogether With Like Kind Exchanges.................................1 34Primer on the Cut your clients tax bill individual tax planning tips and strategies

3.8 Percent Net Investment Income Tax...........................1-48Chapter 2........................................................................

Cut your clients tax bill individual tax planning tips and strategies

2-1Planning for Employer Stock Options, Employer Stock Held inRetirement Accounts, and Restricted Stock........................................2-1Empl

https: //k hoth u Vi en .comAl CPA)Cut Your Client’s Tax Bill: Individual Tax Planning Tips and StrategiesBy Bill Blschoff, CPA, MBANotice to ReadersC

Cut your clients tax bill individual tax planning tips and strategiess................2 12Restricted Stock: Tax Implications.......................................................2 14Chapter 3...........................

.............................................3-1Maximizing Tax Benefits for Personal Residence Transactions......................3-1Qualification Rule Cut your clients tax bill individual tax planning tips and strategies

s for Gain Exclusion Privilege...............................3-3Copyright 2017 AICPA • Unauthorized Copying ProhibitedTable d Contents 1

https: //k hoth u Vi en .comAl CPA)Cut Your Client’s Tax Bill: Individual Tax Planning Tips and StrategiesBy Bill Blschoff, CPA, MBANotice to ReadersC

https: //k hoth u Vi en .comAl CPA)Cut Your Client’s Tax Bill: Individual Tax Planning Tips and StrategiesBy Bill Blschoff, CPA, MBANotice to ReadersC

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