20WC-0243: 101 Tax Planning Ideas (Webinar)

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

Friday, July 17, 2020
10:30am - 6:00pm Central Time
8 CPE (8 technical)  |  8 CFP

The need for individual tax planning has never been greater. With the near elimination of itemized deductions by the Tax Cuts and Jobs Act and the "stretch IRA" by the SECURE Act, individuals will look to their personal goals and the tax formula as they develop their plans. Exclusions from income, above the line deductions, and credits will play a more important role.This course reviews the different types of planning and the most important planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.

Major subjects

• Planning opportunities in the tax formulaDifferent types of planningFrequently-used planning techniquesQualitative and quantitative considerationsThe connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planningLooking to the past, present, and future as we planTaking advantage of opportunities and avoiding the traps of recent developments, such as the SECURE Act

Learning objective(s)

• Review the tax formula and recent developments, including the SECURE ActDescribe and illustrate the different types of planning and frequently-used techniquesReview tax strategies from the areas of education, retirement, investment, and estate planning

Who should take this program?

CPAs, tax preparers, attorneys, and financial advisers

Fees

Standard Member Fee	$295.00
Standard Nonmember Fee	$400.00