CPE Course Surgent's Year-End Tax Planning Ideas for Individuals (YEPI)

December 21, 2017

1:00 PM — 3:00 PM

Location Webinar

Member Price $89.00
Non-member Price $119.00

Curriculum Taxation

Field of Interest

Level Intermediate

Designed For

Any tax practitioner wishing to understand and apply individual tax planning strategies to his or her individual clients before the end of 2017

2.00 credits

Add to Cart View Cart


  • Advise clients on tactics and strategies that allow them to maximize tax benefits available to them before the end of 2017


  • The most effective individual tax planning ideas, including the following:
  • Shifting deductions and income to the most advantageous year
    • Making maximum use of the lower individual tax rates by deferring income and accelerating deductions, taking into account any marginal rate changes that may apply to 2017 and later years.
    • Taking maximum advantage of available individual tax deductions and credits made permanent by the PATH Act
    • Taking advantage of traditional IRA and Roth IRA opportunities and employer-provided retirement plans
    • Minimizing self-employment taxes



A basic understanding of the tax rules relating to the income taxation of individuals


Surgent McCoy CPE, LLC

Back to Course List Add to Cart View Cart