24SR-0009: This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (In-person)
Tuesday, June 4, 2024
8:30am - 4:30pm Central Time
8 CPE (8 technical) | 8 CFP | 8 IRS CE
Minnesota Society of CPAs, Bloomington
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. Explore practical tax planning ideas you can use to help clients save money and meet their financial planning goals.
Major subjects
-
Timely coverage of late-breaking tax legislation
-
SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals
-
Changes to the lifetime estate tax exemption in light of proposed regulations
-
Considerations when selling a principal residence
-
Tax benefits of HSAs
-
An overview of the mechanics and practical considerations of donor-advised funds
-
Virtual currency
-
The best new income tax and estate planning ideas
-
The changing Social Security landscape -- long-term solvency issues and what it means for retirement planning
-
Creative charitable giving strategies
-
Financial planning strategies
-
Maximizing retirement plan benefits
-
Using intentionally defective grantor trusts
-
Miscellaneous tax planning techniques that can add up to significant tax savings
-
How to use the whole family for tax savings
-
Life insurance
-
Up-to-the-minute ideas reflecting new tax law changes in cases, regulations and rulings
Learning objective(s)
-
Understand life insurance for both income and estate planning
-
Identify strategies that are effective following estate and gift tax reform
-
Understand options available to baby boomers as they reach retirement in light of Social Security
-
Prepare for potential legislative changes to retirement and estate planning
Who should take this program?
CPAs, tax advisers and financial planners who advise clients on tax and financial planning matters
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$449.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Standard Member Fee |
$349.00
|
Standard Nonmember Fee |
$449.00
|
Instructor
Susan Smith, CPA
Location
Minnesota Society of CPAs
1650 W 82nd St
Ste 600
Bloomington, MN
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (8.0)
Level
Intermediate
Format
Group Live
Sponsor
NASBA ID#: 139884
Prerequisites
Prereq.
Basic coursework or experience in individual income tax, Social Security and estate planning recommended
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
Learn more
Not a member? Join the MNCPA
to start saving on CPE and accessing members-only benefits.
Search CPE catalog