On-Demand
Don Farmer's Advanced Schedule A Planning: SALT Caps, AMT & Bunching 1st Ed.
CPE: 2
Overview
This course provides an advanced analysis of Schedule A planning strategies in a post-TCJA environment. Participants will examine the SALT deduction limitation, alternative minimum tax (AMT) interactions, charitable contribution timing, and medical expense planning. Through real-world examples, the course emphasizes how to optimize itemized deductions using bunching strategies, state tax workaround considerations, and timing techniques for high-income taxpayers.
Product Code
1000005376
Credit Type
CPE: 2CPE-Technical: 2Format
Online Self-Study
Intended Audience
CPAs and tax professionals involved in the world of tax.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Schedule A planning considerations under current federal tax law
- SALT deduction limitation; application of the SALT cap
- Alternative minimum tax (AMT) implications
- Charitable contribution planning including timing and bunching strategies
- Medical expense deduction planning including threshold requirements
- Itemized deductions versus the standard deduction
- Compliance considerations and common pitfalls I advanced Schedule A planning
Additional Details
This course is provided through our partnership with the Virginia Society of CPAs and Don Farmer Tax Education.