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Top Individual Tax Planning Strategies

Tuesday, December 03, 2024
1:00 PM - 3:00 PM (opens at 12:30PM) EST
2Credits
Technical Business

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$120.00 Regular Price
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Course Type: CPE Seminars
Course Code: 24/ITPS12WS
Level: Basic
Vendor: Florida Institute of CPAs
Field of Study: Taxes

Overview:

*** Save 15% on this event when you use the code FALL24 at checkout ***

The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contain tax law changes that many individual tax clients will be interested in. The IRA includes changes involving energy-related credits and credits for energy-efficient personal autos. These changes are immediately relevant to individual clients and as such, tax practitioners should be familiar with them. The SECURE Act 2.0 contains individual tax changes relating mostly to IRAs and qualified plans. Knowing about these changes is essential for any tax practitioner advising individual clients.

Objectives:

Advise individual clients on tax changes and opportunities

Presenters:

Presenters:

Pamela Davis-Vaughn

Read more about Pamela Davis-Vaughn here

Major Topics:

New Clean Vehicles (CV) and the Clean Vehicle Credit What the CV seller must provide to the buyer Credit for previously owned CVs Energy efficient home improvement credit Increase in age for required beginning date for RMDs Reduction in excise tax on RMD failures Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62 and 63 Withdrawals for certain emergency expenses Qualifying longevity annuity contracts (QLACs) One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation

Major Topics:

New Clean Vehicles (CV) and the Clean Vehicle Credit What the CV seller must provide to the buyer Credit for previously owned CVs Energy efficient home improvement credit Increase in age for required beginning date for RMDs Reduction in excise tax on RMD failures Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62 and 63 Withdrawals for certain emergency expenses Qualifying longevity annuity contracts (QLACs) One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation

Designed For:

Tax practitioners who anticipate advising individual clients regarding tax planning opportunities for 2023 and later

Prerequisites:

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

 

 

 

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