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20WS-0354: Surgent's Top Individual Tax Planning Strategies (Webinar)

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

Monday, June 29, 2020
9:00am - 11:00am Central Time
2 CPE (2 technical)  |  2 IRS CE

Alternate dates & more options

The Tax Cuts and Jobs Act of 2017 contains provisions that when properly implemented allow the individual taxpayer to reduce his or her tax liability. This program focuses on certain tax strategies that allow the individual taxpayer to reduce his or her tax liability based on the new tax changes.

Major subjects

  • Election to use the interest tracing rules rather than be limited under the mortgage interest deduction limitation
  • Transfer property to younger family members while the enlarged transfer tax exemption remains in place
  • Rollover 529 plan balances into ABLE Programs
  • Take advantage of 529 plans to fund pre-college education expenses on a tax-advantaged basis
  • Negotiate or renegotiate separation agreements and divorce decrees in light of the changes in the tax rules governing the deductibility of alimony payments

Learning objective(s)

  • Advise individual clients on implementing new tax planning strategies that result from the Tax Cuts and Jobs Act of 2017

Who should take this program?

Tax practitioners who anticipate advising individual clients regarding tax planning opportunities that result from changes brought about by the Tax Cuts and Jobs Act of 2017

Fees

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00

More program information

Instructor Michael Tucker, PhD, LLM, JD, CPA
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. A basic understanding of the tax rules relating to individual income tax
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.