This Year's Top Tax and Financial-Planning Ideas

Friday, June 21 9:00am - 12:30pm EDT

Virtual

4.00 Credits

Member Price $219.00

Non-Member Price $309.00

Overview

You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1145313. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.

Highlights

Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals Changes to the lifetime estate tax exemption in light of proposed regulations Considerations when selling a principal residence Tax benefits of HSAs An overview of the mechanics and practical considerations of Donor Advised Funds Virtual currency An update on income tax and estate-planning ideas, including any recent changes Tax ideas for the current year Miscellaneous tax-planning techniques that can add up to significant tax savings How to use the whole family for tax savings Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Prerequisites

Basic course in individual income tax and estate planning

Designed For

All Accounting and Finance Professionals, especially those who want to provide the best up-to-the-minute tax advice

Objectives

Understand changes to tax law affecting individual taxpayers through the present Identify strategies that are effective following estate and gift tax changes