Surgent's This Year's Top Tax and Financial-Planning Ideas

Available Anytime

Location: Online

4Credits

Technical Business

Registration is Open

FICPA Members

~~$79.00 Regular Price~~

Nonmembers

$109.00 Regular Price

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Product Code: SU24-IEF4-SSDL

Level: Intermediate

Vendor: Surgent

Field of Study: Taxes

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.

Objectives:

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

Major Topics:

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

Designed For:

All Accounting and Finance Professionals, especially those who want to provide the best up-to-the-minute tax advice

Prerequisite:

Basic course in individual income tax and estate planning

Additional 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.