Surgent's Top Individual Tax Planning Strategies After Tax Reform (ITPS)

Course Details


Monday, October 7, 2019

7:00am – 9:00am

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC


A basic understanding of the tax rules relating to individual income tax


The Tax Cuts and Jobs Act of 2017 contains provisions that when properly implemented allow the individual taxpayer to reduce his or her tax liability. This program focuses on certain tax strategies that allow the individual taxpayer to reduce his or her tax liability based on the new tax changes.


• Election to use the interest tracing rules rather than be limited under the mortgage interest deduction limitation
• Transfer property to younger family members while the enlarged transfer tax exemption remains in place
• Rollover 529 plan balances into ABLE Programs
• Take advantage of 529 plans to fund pre-college education expenses on a tax-advantaged basis
• Negotiate or renegotiate separation agreements and divorce decrees in light of the changes in the tax rules governing the deductibility of alimony payments


  • Advise individual clients on implementing new tax planning strategies that result from the Tax Cuts and Jobs Act of 2017

Designed For

Tax practitioners who anticipate advising individual clients regarding tax planning opportunities that result from changes brought about by the Tax Cuts and Jobs Act of 2017

Registration for this course has passed.

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 $119.00

CPE Choice

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

View All Webcasts