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Tuesday, December 24, 2024 Live Webcast

Top Individual Tax Planning Strategies (X1-ITPS-2024-01-WEBNR-359-01)

9:00 AM - 11:00 AM EST
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contain tax law changes that many individual tax clients will be interested in. The IRA includes changes involving energy-related credits and credits for energy-efficient personal autos. These changes are immediately relevant to individual clients and as such, tax practitioners should be familiar with them. The SECURE Act 2.0 contains individual tax changes relating mostly to IRAs and qualified plans. Knowing about these changes is essential for any tax practitioner advising individual clients.

DESIGNED FOR

Tax practitioners who anticipate advising individual clients regarding tax planning opportunities for 2022 and later

BENEFITS

  • Advise individual clients on implementing tax planning strategies in 2022

HIGHLIGHTS

  • New Clean Vehicles (CV) and the Clean Vehicle Credit
  • What the CV seller must provide to the buyer
  • Credit for previously owned CVs
  • Energy efficient home improvement credit
  • Increase in age for required beginning date for RMDs
  • Reduction in excise tax on RMD failures
  • Indexing IRA catch-up limit
  • Higher catch-up limit to apply at age 60, 61, 62 and 63
  • Withdrawals for certain emergency expenses
  • Qualifying longevity annuity contracts (QLACs)
  • One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation

COURSE LEVEL

Basic

PREREQUISITES

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

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

INSTRUCTOR

Michael Tucker

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.

Ph.D., JD, CPA

Professional Education Network

Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy's webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston.

PRICING

$89.00 - Member

$99.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 24 at 8:30 AM.

ADDITIONAL OPTIONS

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ALSO AVAILABLE

COURSE DEVELOPER

Surgent

ALSO QUALIFIES FOR