High-Net-Worth Clients: Income Tax Planning WEBCAST

Overview

This course delivers a comprehensive and strategy-driven approach to income tax planning for high-net-worth clients. As wealth grows, so do the complexities of tax exposure, asset allocation, charitable planning, retirement optimization, and real estate strategies. Practitioners must understand how to apply advanced tax planning techniques that minimize liabilities while aligning with long-term wealth-building objectives.

In this course, you will explore practical, real-world strategies covering step-up-in-basis optimization, retirement plan maximization, RMD reduction strategies, real estate investment structuring, charitable giving efficiency, tax-advantaged education and healthcare planning, and multi-account asset allocation. The course emphasizes proactive planning, coordination between investment and tax decisions, and actionable insights you can immediately apply to your high-income and high-net-worth clients.

Highlights

Strategies for maximizing the date-of-death step-up in basis
Tax-loss harvesting and proactive loss-management techniques
Qualified retirement plans and optimization strategies
Planning approaches to reduce required minimum distributions (RMDs)
Real estate investing strategies for tax efficiency
Asset allocation across taxable, tax-deferred, and tax-free accounts
Charitable giving structures and tax-saving opportunities

Prerequisites

None.

Designed For

Tax professionals.

Objectives

Apply strategies to maximize the date-of-death step-up in basis for wealth-transfer planning.
Develop tax-efficient retirement planning strategies, including RMD reduction techniques.
Evaluate real estate investment strategies within a high-net-worth tax plan.
Allocate assets strategically across taxable, tax-deferred, and tax-free accounts.
Apply charitable giving techniques to reduce taxable income and enhance philanthropic impact.
Assess advantages of qualified tuition plans (529 plans) and health savings accounts as long-term tax-advantaged tools.

Preparation

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader Bios

George Koutelieris, Johnson & Shute PS

4.93 stars out of 5

“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, and the Oregon Society of Certified Public Accountants. George Koutelieris and Greg White are available to teach in-house courses in tandem for company CPE needs.

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Gregory White, President, WGN PS

4.96 stars out of 5
“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

Greg White, CPA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his twelfth year as an Adjunct Professor at the Golden Gate University’s Seattle Campus. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine. Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV and King TV.

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