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22WC-1009: 101 Tax Planning Ideas (Webinar)

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

Tuesday, December 20, 2022
10:00am - 5:30pm Central Time
8 CPE (8 technical)

The need for individual tax planning has never been greater. With the numerous enhancements made by the American Rescue Plan Act and the elimination of itemized deductions by the Tax Cuts and Jobs 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 important planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.

Major subjects

  • Planning opportunities in the tax formula
  • Different types of planning
  • Frequently-used planning techniques
  • Qualitative and quantitative considerations
  • The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning
  • Looking to the past, present, and future as we plan

Learning objective(s)

  • Review the tax formula and recent developments, including the CARES and American Rescue Plan Acts
  • Describe and illustrate the different types of planning and frequently used techniques
  • Review 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

Our records indicate you are a nonmember. If you register, you will be charged $389.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $289.00
checkmarkStandard Nonmember Fee $389.00

More program information

Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (8.0)
Level Overview
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. None
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.