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Tax Planning Strategies for Moderate Income Clients


  • EVENT DATE:

    Jul 26, 2025

  • PRESENTER(s): A.J. Reynolds- EA

  • 01:00 PM ET| 12:00 PM CT| 10:00 AM PT| 120 Minutes

  • Product Code::TL256



Description


Tax Planning Strategies for Moderate Income Clients : 


Tax Planning is not just for the rich and famous. This course will provide insights to numerous topics so tax professionals can assist their moderate-income clients to create and preserve wealth. Ensure we provide our clients with the tools necessary to provide practical tax planning techniques and be hands-on to develop a long-term beneficial relationship. Join us in deciphering the mystery of Tax Planning for the average taxpayer.

Learning Objectives :-

  • Demonstrate how QCD can reduce taxes and maximize charitable deductions.
  • Discuss Form SSA-44, Life-Changing Events and reducing Medicare Part B premiums.
  • Appraise the benefits of 529 Plans and Paying for College and implement.
  • Counterintuitive tax planning regarding Scholarships and AOTC.
  • Analyze, compare and PLAN regarding Retirement plans
  • Dramatize 401(k) savings for the average taxpayer
  • Critique Divorce situations to benefit clients and explain why 50/50 is not always equal
  • IRC § 121 opportunities
  • Clarify the implications of the capital gains reduced tax rate and potential issues
  • Illustrate bunching of itemized deductions
  • Translate when to take Social Security and related issues
  • Review employing your child
  • Examine Health Reimbursement Arrangements & Employing your spouse
  • Understand unique elderly client issues and Estate planning/Will issues


Who Will Benefit:

  • CPA Enrolled Agents (EAs)|
  • Tax Professionals Attorneys
  • Other
  • Tax Preparers
  • Finance professionals
  • Financial planners


Credits and Other information:-

      - Session Duration: 2 Hours

      - Case Studies and Live Q&A session with speaker

      - Power Point presentation for reference

      - Session learning level: Basic

      - Delivery method: Group Internet Based

      - IRS Credits: 2 Tax Hours

       - Recommended field of study – Taxes

       - Session Prerequisites and preparation: None

       - Location: Virtual/Online

       - Attendance Requirement:  Yes


Speaker Profile:

A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representation. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives. Additionally, A.J volunteers his time with the Iowa Legal Aid’s Managing Attorney assisting in Tax Court cases and assorted income tax issues.

A.J. brings his everyday “in the trenches” experience to seminars and webinars for multiple organizations to assist attendees with real issues affecting tax professionals.

A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. While onboard the destroyer, the ship executed many missions in the Straits of Hormuz off the coast of Iran.

Outside of his tax practice, A.J. is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.



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