October 19, 2026

Webcast

2 CPE Credits

Don Farmer's Advanced Schedule A Planning: SALT Caps, AMT & Bunching Strategies

October 19, 2026
Webcast
2 CPE Credits

Don Farmer's Advanced Schedule A Planning: SALT Caps, AMT & Bunching Strategies

  • Instructor

    Susan
    Smith

This course provides an in-depth analysis of Schedule A planning strategies under current federal tax law. 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 for high-income taxpayers using bunching strategies, state tax workaround considerations, and timing techniques, and how to determine when itemizing produces a better result than the standard deduction.

Learning Objectives

1. Analyze the impact of the SALT cap and identify planning opportunities to mitigate its effect

2. Determine AMT exposure when implementing Schedule A strategies

3. Apply bunching strategies for charitable contributions and medical expenses

4. Distinguish when itemizing versus taking the standard deduction produces optimal tax results

5. Identify common pitfalls and compliance risks in advanced Schedule A planning

Major Topics

• 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 in advanced Schedule A planning

CPE Credits Available

2 CPE Credits
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax

Prerequisites

Working knowledge of federal individual income taxation and experience preparing or reviewing Form 1040 returns with itemized deductions.

Advanced Preparation

None

Intended Audience

CPAs and tax professionals involved in the world of tax.

Provider

Don Farmer Tax Education

Register For This Event

  • COCPA Member

    $ 89 89
    Join

  • COCPA Non-Member

    $ 109 109
    Your Price

Please login to register.