22SR-0028: This Year's Top Tax and Financial Planning Ideas (Virtual)
If you have questions about this event, please call us at 952-831-2707.
Wednesday, June 8, 2022
1:00pm - 4:30pm Central Time
4 CPE (4 technical)
With tax rates and legislative changes affecting individuals, estates and trusts, tax planning takes on even more importance. It's time to look at new ideas and updated strategies related to financial planning and retirement. Explore practical tax planning ideas to help clients meet their goals, save money and make smart tax decisions.
Major subjects
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The Setting Every Community Up for Retirement Enhancement (SECURE) Act, including changes to individual retirement accounts (IRAs) and required minimum distributions (RMDs)
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Income tax and estate planning updates and recent changes
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Highlights of the Tax Cuts & Jobs Act, including the Section 199A deduction
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Tax ideas for the current year
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Financial planning strategies, including Roth IRAs, traditional IRAs and qualified plans
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Maximizing retirement plan benefits
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Miscellaneous tax planning techniques that can add up to significant tax savings
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How to use the whole family for tax savings
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The changing Social Security landscape -- what it means for planning
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Up-to-the-minute ideas reflecting new tax law changes in cases, regulations and rulings
Learning objective(s)
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Understand changes to tax laws affecting individual taxpayers
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Identify strategies that are effective following estate and gift tax changes
Who should take this program?
CPAs and tax practitioners in public practice
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
|
 Standard Nonmember Fee |
$259.00
|
