June 20, 2018


In-Person

Spectrum Beach Club
925 Beach Club Trl, Gulf Shores, Baldwin County, Alabama 36542-8142


4 Total CPE Credits

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This Year's Top Tax and Financial-Planning Ideas

  • Instructor

    Michael Frost

Learning Objectives

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

Major Topics

  • An update on income tax and estate-planning ideas, including any recent changes
  • Tax ideas for the current year
  • Financial planning strategies including planning with Roth and Traditional IRAs as well as Qualified Plans
  • Maximizing retirement plan benefits
  • 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

CPE Credits Available

4
Total CPE
4
Taxes

Spectrum Beach Club

925 Beach Club Trl, Gulf Shores, Baldwin County, Alabama 36542-8142

Get Directions

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax

Prerequisites

Basic course in individual income tax and estate planning

Advanced Preparation

None

Intended Audience

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

Provider

Surgent McCoy CPE

This event has ended.