Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

20SS-0188: Surgent's This Year's Top Tax and Financial Planning Ideas (Self-Study)

Valid for one year from purchase date
Self-study - Downloadable PDF
4 CPE (4 technical)  |  4 IRS CE

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

Add to cart

Alternate dates & more options

With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.

Major subjects

  • An update on income tax and estate-planning ideas, including any recent changes
  • Highlights of the Tax Cuts & Jobs Act including Section 199A deduction
  • Tax ideas for the current year
  • Financial planning strategies including planning with Roth and Traditional IRAs as well as Qualified Plans
  • Maximizing retirement plan benefits
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • The changing Social Security landscape: what it means for planning
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Learning objective(s)

  • Understand changes to tax law affecting individual taxpayers through the present
  • Identify strategies that are effective following estate and gift tax changes

Who should take this program?

All practitioners, especially those who want to provide the best up-to-the-minute tax advice

Fees

Our records indicate you are a nonmember. If you register, you will be charged $65.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $65.00
checkmark Standard Nonmember Fee $65.00

More program information

Area
of study
Taxation
Field(s)
of study
Taxes - Technical (4.0)
Level Intermediate
Format Self-study - Downloadable PDF
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Basic course in individual income tax and estate planning
Advance
prep
None

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

Add to cart

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog