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This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP/23)

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This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP/23)

Member Price $279
Non-Member Price $379
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November 6, 2023 @ 9:00 am - 4:30 pm

Event Description

With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. 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.

Designed For

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


Understand life insurance for both income and estate planning     Identify strategies that are effective following estate and gift tax reform     Understand options available to baby boomers as they reach retirement in light of Social Security     Prepare for potential legislative changes to retirement and estate planning

Major Subjects

Comprehensive coverage of the Inflation Reduction Act 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     An overview of the mechanics and practical considerations of Donor Advised Funds     A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions     The best new income tax and estate-planning ideas     The changing Social Security landscape: what it means for planning     Creative charitable giving strategies     Financial planning strategies     Maximizing retirement plan benefits     Using intentionally defective grantor trusts     Miscellaneous tax-planning techniques that can add up to significant tax savings     How to use the whole family for tax savings     Life insurance     Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings


Basic course in individual income tax, Social Security, and estate planning


November 6, 2023
9:00 am - 4:30 pm
$2 – $2023


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