Surgent's Individual Tax Planning Ideas
Available Anytime
Location:
Online
4Credits
Technical Business
Registration is Open
FICPA Members
Nonmembers
$109.00 Regular Price
Product Code: SU24-ITP4-SSDL
Level: Intermediate
Vendor: Surgent
Field of Study: Taxes
Overview:
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client. Continuously updated for the latest legislation and IRS guidance.Objectives:
- Identify areas where individual taxpayers are not taking full advantage of the Code
- Know the directions in which taxes are changing or are likely to change and how that affects planning
Major Topics:
- Comprehensive coverage of the SECURE Act 2.0
- Retirement planning in light of IRA and RMD changes
- Review of pertinent changes from recent legislation
- Reading a tax return for developing client-specific tax strategies
- Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
- Compensation and fringe benefit issues
- Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them
- All in the family: Tax tactics for spouses, children, and parents
- Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
Designed For:
All practitioners involved in tax planning for individuals who need to go beyond basic tax and financial planning techniquesPrerequisite:
Experience in individual income tax planning and income tax return preparationAdditional Info:
You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.
For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.