Self-Study

Surgent's This Year's Top Tax and Financial Planning Ideas

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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

• Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals
• Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 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 and digital assets
• The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting
• An update on income tax and estate-planning ideas, including any recent changes
• Tax ideas for the current year
• Miscellaneous tax-planning techniques that can add up to significant tax savings
• How to use the whole family for tax savings
• Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Learning objectives

• 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 Accounting and finance professionals, especially those who want to provide the best up-to-the-minute tax advice

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $159.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

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