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Surgent’s Individual and Financial-Planning Tax Camp (SU0884/21)

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Surgent’s Individual and Financial-Planning Tax Camp (SU0884/21)

Member Price $259
Non-Member Price $289
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December 23, 2021 @ 9:00 am

Event Description

Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. The material is current with relevant provisions from The Tax Cuts & Jobs Act.

Designed For

Those involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques


Mine a tax return for tax planning with a client Understand the planning implications of the current environment Determine the best tax strategies for retirement Understand tax planning for the middle-income client

Major Subjects

The SECURE Act, including IRA and RMD changes Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change The CARES Act changes, including QIP technical correction and section 461(l) limitation Review of pertinent changes from tax reform Reading a tax return for developing client-specific tax strategies Will there be more changes in the individual tax laws? The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed What to do about itemized deductions Trans-generational planning: conversions, income and gain-splitting HSAs Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement


Experience in individual income tax planning and income tax return preparation




December 23, 2021
9:00 am


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