[WEB] Individual Tax Planning Ideas

Course Details

Date

Tuesday, August 25, 2020

8:30am – 12:00pm
(Registration: 8:00am)

Course Number

ITP4

CPE Credit

4.0 hours CPE credit

Instructor

Level of Knowledge

Intermediate

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Experience in individual income tax planning and income tax return preparation

Description

WEBINAR LINK WILL BE SENT A DAY PRIOR

With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client.

Highlights

  • The SECURE Act, including IRA and RMD changes
  • Review of pertinent changes from tax reform
  • Reading a tax return for developing client-specific tax strategies
  • Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
  • Compensation and fringe benefit issues
  • Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them
  • All in the family: Tax tactics for spouses, children, and parents
  • Understanding the environment: whats new, whats expired or expiring, and whats likely to change

Objectives

  • Identify areas where individual taxpayers are not taking full advantage of the Code
  • Know the directions in which taxes are changing or are likely to change and how that affects planning

Designed For

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

Registration for this course has passed.

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by August 22, 2020.

$150.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$200.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by August 22, 2020.

$300.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$350.00
Your Price $350.00

CPE Choice

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

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