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Friday, June 23, 2023 Live Webcast

This Year's Top Tax and Financial-Planning Ideas (E2306092)

9:00 AM - 12:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and 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.

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

DESIGNED FOR

All practitioners, especially those who want to provide the best up-to-the-minute tax advice

BENEFITS

  • Understand changes to tax law affecting individual taxpayers through the present
  • Identify strategies that are effective following estate and gift tax changes

HIGHLIGHTS

  • Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals
  • Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations
  • Considerations when selling a principal residence
  • Tax benefits of HSAs
  • An overview of the mechanics and practical considerations of Donor Advised Funds
  • Virtual currency and digital assets
  • The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting
  • An update on income tax and estate-planning ideas, including any recent changes
  • Tax ideas for the current year
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

COURSE LEVEL

Intermediate

PREREQUISITES

Basic course in individual income tax and estate planning

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

INSTRUCTOR

John Evanich

John L. Evanich, CPA
(4.5)

Surgent Professional Education

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PRICING

$189.00 - Member

$264.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

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COURSE DEVELOPER

Surgent

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