BEGIN:VCALENDAR PRODID:-//suda.co.uk//X2V 0.9.2.1 (BETA)//EN X-ORIGINAL-URL:http://www.nmscpa.org/cpe/classes/iwar.html X-WR-CALNAME;CHARSET=UTF-8: VERSION:2.0 METHOD:PUBLISH BEGIN:VEVENT DESCRIPTION;CHARSET=UTF-8:Registration Starts: 8:15amPresident Obama’s budget proposal is calling for significantlyhigher taxes for 2013.  This is in addition to the repeal ofthe so-called Bush tax cuts.  Even if a Republican Congress iselected in November\, taxes will go up.  The year 2012 ispossibly one of the most important tax planning years for wealthyclients and closely-held business owners.  Clients need toknow what they can still do now before the tax law changes\, as wellas what they can do to take advantage of the future taxenvironment.           \n\nOBJECTIVES:  Upon completion of thiscourse\, participants will be able to understand what the tax returntells you about tax planning for the client\, understand planningissues for clients whose tax rates are changing under tax reform\,and understand the planning implications of tax reform\n\nHIGHLIGHTS:\n\n* A complete review of where we are and where we are headedwithout enactment of new laws\, and why taxes will go up in anycase\n* Administration budget proposals and other competing taxproposals that could create significantly increased taxes\n* A review of the best strategies to consider in 2012 that notonly have current benefits but can position you for futureopportunities\n* The 2013 Medicare tax on earned and unearned income - what youneed to do now to reduce the impact of this significant increase inthe near future.\n* Investment planning in a new age: timing capital gains\; copingwith the new rates on dividends\n* Compensation\n* Income splitting and shifting tactics\n* How Retirement plans can be used to reduce gross income: whichkind is optimal?\n* Tactics for self-employed and owners to maximize pension andIRA contributions.\n* Planning for retirement: when should benefits be taken fromSocial Security?  From qualified retirement plans andIRAs?\n* Is it time to convert a §401(k) plan into a Roth contributionplan?\n* Social Security: planning for the increase in retirement age\,expansion of the tax to S shareholders\n* Tax planning shelters in a low interest-rate environment\n* Looking above-the-line to help the bottom line.\n* Estate planning changes that in the future have negativeeffects.\n* Will Family Limited Partnerships survive the 2012-2013 taxreform?\n* Strategies for the small business owner.\n* All in the family: benefits\, wages\, and tax-advantagedinvestments\n* Financial planning strategies for younger adults\n* Identifying tax opportunities: what a structured review of thetax return can reveal\n\nWHO WILL BENEFIT:  All practitionersinvolved in tax planning for individuals and those who want tounderstand techniques beyond traditional tax-saving methods\n\nPREREQUISITE:  Experience in individualtax planning and return preparation\n\nLEVEL:  Intermediate\n\nNASBA FIELD OF STUDY: Taxation 8 \n\nPRODUCER:  Surgent McCoy CPE\, LLC LOCATION;CHARSET=UTF-8:NMSCPA Classroom SUMMARY;CHARSET=UTF-8:Strategies and Tactics in the New War Against Higher Individual Taxes (IWAR) UID:IWAR DTSTART;VALUE=DATE-TIME:20121108T143000Z DTEND;VALUE=DATE-TIME:20121108T220000Z DTSTAMP:20120416T201323Z CATEGORIES;CHARSET=UTF-8:Miscellaneous: CPE Course END:VEVENT END:VCALENDAR