This Year's Top Tax and Financial- Planning Ideas

December 14th, 2023 - December 14th, 2023 @ 8:00am-12:00pm

Member Price	$160
Non-Member Price	$200
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Credits

Description

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 Subjects

Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE Act 2.0 Timely coverage of breaking tax legislation

Changes to the lifetime estate tax exemption in light of proposed regulations

Considerations when selling a principal residence

Tax benefits of HSAs

A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions 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 ruling

Prerequisites

Basic course in individual income tax and estate planning