Advanced Tax Strategies
( 25 Modules )

Module #1
Introduction to Advanced Tax Strategies
Overview of the course and importance of advanced tax planning

Module #2
Entity Selection and Structuring
Choosing the right business entity and structuring for tax efficiency

Module #3
Passive Activity Losses and Credits
Understanding and optimizing passive activity losses and credits

Module #4
Charitable Giving Strategies
Advanced strategies for charitable giving, including donor-advised funds and charitable trusts

Module #5
Roth Conversions and Recharacterizations
Strategies for converting traditional IRAs to Roth IRAs and recharacterizations

Module #6
Net Operating Loss (NOL) Strategies
Utilizing NOLs to minimize tax liability

Module #7
Like-Kind Exchanges:Advanced Strategies
Using like-kind exchanges to defer capital gains taxes

Module #8
Installment Sales and Deferred Taxes
Deferring taxes on installment sales and understanding the impact on cash flow

Module #9
S Corporation Taxation:Advanced Topics
In-depth exploration of S corporation taxation, including built-in gains and excess net passive income

Module #10
Partnership Taxation:Advanced Topics
Advanced partnership taxation strategies, including self-employment income and guaranteed payments

Module #11
International Tax Planning for Individuals
Advanced strategies for individuals with international income and assets

Module #12
State and Local Tax (SALT) Strategies
Understanding and optimizing state and local tax liabilities

Module #13
Tax Efficiencies in Real Estate Investing
Strategies for minimizing tax liability in real estate investing, including depreciation and interest deductions

Module #14
Tax-Advantaged Retirement Planning
Advanced strategies for tax-advantaged retirement savings, including 401(k) and pension plans

Module #15
Advanced Estate Planning Techniques
Strategies for minimizing estate taxes, including GRATs and QPRTs

Module #16
Business Succession Planning
Advanced strategies for transferring business ownership, including buy-sell agreements and ESOPs

Module #17
Captives and Other Alternative Risk Strategies
Using captive insurance companies and other alternative risk management strategies to minimize tax liability

Module #18
Tax Controversy and Dispute Resolution
Handling tax audits and disputes, including IRS appeals and litigation

Module #19
Cryptocurrency and Blockchain Taxation
Understanding and navigating the tax implications of cryptocurrency and blockchain investments

Module #20
Tax Implications of Mergers and Acquisitions
Advanced strategies for minimizing tax liability in M&A transactions

Module #21
Family Office Tax Strategies
Customized tax planning for family offices and high-net-worth individuals

Module #22
Tax Planning for Alternative Investments
Strategies for minimizing tax liability in alternative investments, including private equity and hedge funds

Module #23
Tax-Exempt Organizations:Advanced Topics
In-depth exploration of tax-exempt organization rules, including UBIT and private foundation rules

Module #24
Advanced Tax Research and Analysis
Developing skills in tax research and analysis, including navigating tax authority and regulatory guidance

Module #25
Course Wrap-Up & Conclusion
Planning next steps in Advanced Tax Strategies career

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Advanced Tax Strategies ( 25 Modules )

Advanced Tax Strategies
( 25 Modules )