Minnesota Society of Certified Public Accountants

1650 West 82nd Street, Ste 600
Bloomington MN 55431
Ph: 952-831-2707 Fax: 952-831-7875
www.mncpa.org

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24SR-0009: This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (In-person)

Tuesday, June 4, 2024
8:30am - 4:30pm Central Time
8 CPE (8 technical) | 8 CFP | 8 IRS CE
Minnesota Society of CPAs, Bloomington

Firm administrators: Please log in before starting the employee registration process.

Alternate dates & more options

Self-study - Downloadable PDF

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. Explore practical tax planning ideas you can use to help clients save money and meet their financial planning goals.

Major subjects

Timely coverage of late-breaking tax legislation
SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals
Changes to the lifetime estate tax exemption in light of 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
The best new income tax and estate planning ideas
The changing Social Security landscape -- long-term solvency issues and what it means for retirement planning
Creative charitable giving strategies
Financial planning strategies
Maximizing retirement plan benefits
Using intentionally defective grantor trusts
Miscellaneous tax planning techniques that can add up to significant tax savings
How to use the whole family for tax savings
Life insurance
Up-to-the-minute ideas reflecting new tax law changes in cases, regulations and rulings

Learning objective(s)

Understand life insurance for both income and estate planning
Identify strategies that are effective following estate and gift tax reform
Understand options available to baby boomers as they reach retirement in light of Social Security
Prepare for potential legislative changes to retirement and estate planning

Who should take this program?

CPAs, tax advisers and financial planners who advise clients on tax and financial planning matters

Fees

Our records indicate you are a nonmember. If you register, you will be charged $449.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.