101 Tax Planning Ideas Webcast | 4204329B
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
CPAs, tax preparers, attorneys, and financial advisers
Applicable if you are a HSCPA member in good standing.
Applicable if you are not a HSCPA member.