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Monday, November 15, 2021 Live Webcast

Top Individual Tax Planning Strategies (E2111392)

9:00 AM - 10:40 AM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

2.0 CPE Credits in TX

OVERVIEW

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.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

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.

BENEFITS

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

HIGHLIGHTS

  • 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 change in the tax rules governing the deductibility of alimony payments

COURSE LEVEL

Basic

PREREQUISITES

A basic understanding of the tax rules relating to individual income tax.

ADVANCE PREPARATION

None

INSTRUCTOR

John Kilroy

John Kilroy, CPA, CFP

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

PRICING

$99.00 - Member

$136.50 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

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COURSE DEVELOPER

Surgent