Surgent's This Year's Best Income Tax, Estate Tax and Financial Planning Ideas
Valid for one year from purchase date
Self-study - Downloadable PDF
12 CPE (12 technical) | 12 IRS CE
Course code: 24SS-0252
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from sales tax, call us at 952-831-2707 to complete your purchase.
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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. 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
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Timely coverage of breaking tax legislation, includingthe SECURE 2.0 Act andInflation Reduction Act provisions applicable to individuals
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Changes to the lifetime estate tax exemption in light of proposed regulations
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Considerations when selling a principal residence
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Tax benefits of HSAs
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An overview of the mechanics and practical considerations of Donor Advised Funds
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Virtual currency, including new Notices 2023-34 and 2023-27
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The best new income tax and estate-planning ideas
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The changing Social Security landscape: long-term solvency issues and what it means for retirement planning
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Creative charitable giving strategies
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Financial planning strategies
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Maximizing retirement plan benefits
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Using intentionally defective grantor trusts
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Miscellaneous tax-planning techniques that can add up to significant tax savings
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How to use the whole family for tax savings
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Life insurance
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Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
Learning objectives
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Understand life insurance for both income and estate planning
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Identify strategies that are effective following estate and gift tax reform
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Understand options available to baby boomers as they reach retirement in light of Social Security
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Prepare for potential legislative changes to retirement and estate planning
Who should take this program?
- All Accounting and finance professionals, especially those who want to provide the best up-to-the-minute tax advice
Pricing
Standard Member Fee |
$219.00
|
Standard Nonmember Fee |
$219.00
|
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If you register, you will be charged
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If your organization is exempt
from sales tax, call us at 952-831-2707 to complete your purchase.
Add to cart
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (12.0)
Level
Intermediate
Format
Self-study - Downloadable PDF
Sponsor
NASBA ID#: 103212
Prerequisites
Prereq.
Basic course in individual income tax, Social Security and estate planning
Advance
prep
None
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