CPE Course This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas

June 28, 2022

9:00 AM — 4:30 PM


Member Price $279.00
Non-member Price $379.00

Curriculum Taxation

Field of Interest Taxes (Technical)

Level Intermediate

Designed For

All practitioners, especially those who want to provide the best up-to-the-minute tax advice

8.00 credits

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Understand life insurance for both income and estate planning Identify strategies that are effective following estate and gift tax reform Understand options available to baby boomers as they reach retirement in light of Social Security Prepare for potential legislative changes to retirement and estate planning


The SECURE Act IRA and RMD changes, with a specific look at planning strategies in light of the elimination of the "stretch IRA" A preview of proposals outlined in The Securing a Strong Retirement Act of 2020 ("SECURE Act 2.0") Major COVID-19 legislative updates, including provisions from the CARES Act, Consolidated Appropriations Act of 2021 (CAA 2021), and American Rescue Plan Act (ARPA) The Biden administration's proposed American Families Plan with an emphasis on provisions that impact estate planning An overview of the mechanics and practical considerations of Donor Advised Funds A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions The best new income tax and estate-planning ideas, including items from tax reform The changing Social Security landscape: what it means for planning Creative charitable giving strategies Financial planning strategies Maximizing retirement plan benefits Using intentionally defective grantor trusts Miscellaneous tax-planning techniques that can add up to significant tax savings How to use the whole family for tax savings Life insurance Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings



Basic course in individual income tax, Social Security, and estate planning


Surgent McCoy CPE, LLC

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