With different tax rates for individuals and trusts, tax planning takes on more importance. New ideas for financial planning for retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients’ money! Continually updated for legislative developments.
All practitioners, especially those who want to provide the best up-to-the-minute tax advice.
- 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 considering Social Security
- The best new income tax and estate-planning ideas
- Highlights of the Tax Cuts & Jobs Act including the Section 199A deduction
- Major tax ideas for the current year
- The changing Social Security landscape: what it means for 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
Basic course in individual income tax, Social Security and estate planning.
- This seminar qualifies for CFP credit.
Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
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Note: Online pre-registration will be closed 24 hours prior to this event.
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Registrations will be accepted at the door.
Susan Smith, CPA
Surgent Professional Education
Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master's taxation program. Her ratings have consistently exceeded 4.7 on a scale of 5.0. Smith is a two-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015 and 2016, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.