CPE Course Surgent's Individual and Financial-Planning Tax Camp

December 23, 2021

9:00 AM — 5:00 PM

Location Webinar

Member Price $259.00
Non-member Price $289.00

Curriculum Taxation

Field of Interest

Level Intermediate

Designed For

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

8.00 credits

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Objective

  • Mine a tax return for tax planning with a client
  • Understand the planning implications of the current environment
  • Determine the best tax strategies for retirement
  • Understand tax planning for the middle-income client

Highlights

  • The SECURE Act, including IRA and RMD changes
  • Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
  • The CARES Act changes, including QIP technical correction and section 461(l) limitation
  • Review of pertinent changes from tax reform
  • Reading a tax return for developing client-specific tax strategies
  • Will there be more changes in the individual tax laws?
  • The net investment income tax: planning for compliance
  • Family income-splitting strategies that need to be considered
  • Income tax issues: impact on timing of other income
  • Using Roth IRAs and Roth contribution programs to best advantage
  • Conversions: do they still make sense?
  • Taking distributions: matching timing to client requirements
  • Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed
  • What to do about itemized deductions
  • Trans-generational planning: conversions, income and gain-splitting
  • HSAs
  • Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
  • Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement

Instructors

Prerequisites

Experience in individual income tax planning and income tax return preparation

Developer

Surgent McCoy CPE, LLC

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