101 Tax Planning Ideas Webcast | 4204329B

Course Details


Friday, July 17, 2020

5:30am – 1:00pm
(Registration: 5:00am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




The need for individual tax planning has never been greater. With the near elimination of itemized deductions by the Tax Cuts and Jobs Act and the "stretch IRA" by the SECURE Act, individuals will look to their personal goals and the tax formula as they develop their plans. Exclusions from income, above the line deductions, and credits will play a more important role.
This course reviews the different types of planning and the most important planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.


Planning opportunities in the tax formula

Different types of planning

Frequently-used planning techniques

Qualitative and quantitative considerations

The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning

Looking to the past, present, and future as we plan

Taking advantage of opportunities and avoiding the traps of recent developments, such as the SECURE Act


Review the tax formula and recent developments, including the SECURE Act

Describe and illustrate the different types of planning and frequently-used techniques

Review tax strategies from the areas of education, retirement, investment, and estate planning

Designed For

CPAs, tax preparers, attorneys, and financial advisers

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $400.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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