Do you want to upskill your tax knowledge?

Do you want to explain to clients why certain taxes offset some taxes but not others?

Do you want to show clients why their business loss might not offset their stock gain?

Do you want to identify when an NUA rollover is the right tax move?

Do you want to advise clients on the benefits of Section 1202 stock?

You’ll learn how to:

• Describe how information flows through a Form 1040.
• Define the three hurdles before a K-1 loss can be deducted on the return.
• Calculate PTP K-1 gain or loss.
• Determine which two retirement plans might be a best fit for small business owners.
• Calculate income tax on NUA distributions.
• Define the fill the bucket approach for Roth Rollovers.
• List the benefits of Section 1202 and 1045 stock.
• Define three charitable strategies for clients.