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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

Alternate dates & more options

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

  • Inflation Reduction Act of 2022
  • Timely coverage of late-breaking tax legislation
  • Retirement planning in light of IRA and RMD changes
  • Review of pertinent changes from tax reform
  • Reading a tax return for developing client-specific tax strategies
  • Identifying tax opportunities -- reviewing the prior-year return to develop a plan for the future
  • Compensation and fringe benefit issues
  • Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them
  • Tax tactics for spouses, children and parents
  • Understanding the environment -- what’s new, what’s expired or expiring and what’s likely to change

Learning objective(s)

  • Identify areas where individual taxpayers are not taking full advantage of the tax code
  • 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

Our records indicate you are a nonmember. If you register, you will be charged $259.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $209.00
checkmark Standard Nonmember Fee $259.00

More program information

Instructor Susan Smith, CPA
Location Minnesota Society of CPAs
1650 W 82nd St
Ste 600
Bloomington, MN
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (4.0)
Level Intermediate
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Experience in individual income tax planning and income tax return preparation 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

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If you have questions about this event, please call us at 952-831-2707.