Continuing Education Course Advanced Tax Planning Strategies for CPAs
The Restricted Property Trust (RPT) is a specialized planning strategy designed to help high-income business owners and professionals accumulate tax-advantaged wealth while leveraging the benefits of employer-sponsored contributions. The course covers the legal and tax framework governing RPTs, including IRC Section 162, funding requirements, compliance considerations, and potential risks and benefits. Participants will analyze case studies to understand real-world applications, structuring options, and how RPTs compare to other executive benefit strategies.
Program Level: Basic- intended for CPAs with a foundational understanding of business taxation who are looking to expand their knowledge of advanced tax planning tools.
Prerequisites: None
Delivery Method: Zoom or In Person (live)
Advanced Preparation: None
Field of Study: Taxes
CE Credit - 1
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