Surgent's Individual Tax Planning Ideas

Available Anytime

Location: Online

4Credits

Technical Business

Registration is Open

FICPA Members

~~$79.00 Regular Price~~

Nonmembers

$109.00 Regular Price

Please Login to Register

Please Select co-workers you wish to register from the list:

	Name	Email	Firm Office

Product Code: SU24-ITP4-SSDL

Level: Intermediate

Vendor: Surgent

Field of Study: Taxes

Overview:

With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client. Continuously updated for the latest legislation and IRS guidance.

Objectives:

Identify areas where individual taxpayers are not taking full advantage of the Code
Know the directions in which taxes are changing or are likely to change and how that affects planning

Major Topics:

Comprehensive coverage of the SECURE Act 2.0
Retirement planning in light of IRA and RMD changes
Review of pertinent changes from recent legislation
Reading a tax return for developing client-specific tax strategies
Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
Compensation and fringe benefit issues
Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them
All in the family: Tax tactics for spouses, children, and parents
Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change

Designed For:

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

Prerequisite:

Experience in individual income tax planning and income tax return preparation

Additional Info:

You will receive an email from [email protected] with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.

For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email [email protected]. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.