22SR-0034: Surgent's Individual Tax Planning Ideas (In-person)
If you have questions about this event, please call us at 952-831-2707.
Thursday, October 27, 2022
8:30am - 12:00pm Central Time
4 CPE (4 technical) | 4 IRS CE
Minnesota Society of CPAs, Bloomington
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. Examine the most important income tax planning ideas wealthy clients and closely held business owners need to consider to take advantage of the present and plan for the future. Look at areas on the tax return that suggest future opportunities for the individual client. Continually updated for the latest legislation and IRS guidance.
Major subjects
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Inflation Reduction Act of 2022
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Timely coverage of late-breaking tax legislation
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Retirement planning in light of IRA and RMD changes
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Review of pertinent changes from tax reform
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Reading a tax return for developing client-specific tax strategies
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Identifying tax opportunities -- reviewing the prior-year return to develop a plan for the future
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Compensation and fringe benefit issues
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Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them
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Tax tactics for spouses, children and parents
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Understanding the environment -- what’s new, what’s expired or expiring and what’s likely to change
Learning objective(s)
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Identify areas where individual taxpayers are not taking full advantage of the tax code
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Know the directions in which taxes are changing or are likely to change and how that affects planning
Who should take this program?
All practitioners involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques
Fees
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you are a
nonmember.
If you register, you will be charged
$259.00
(Standard Nonmember Fee).
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Standard Member Fee |
$209.00
|
Standard Nonmember Fee |
$259.00
|