June 24, 2020


4 Total CPE Credits


This Year's Top Tax and Financial-Planning Ideas

  • Instructor

    Pamela Davis-Vaughn

Learning Objectives

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

Major Topics

  • An update on income tax and estate-planning ideas, including any recent changes
  • Highlights of the Tax Cuts & Jobs Act including the 199A deduction
  • 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
  • The changing Social Security landscape: what it means for planning
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax


Basic course in individual income tax and estate planning

Advanced Preparation


Intended Audience

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


Surgent McCoy CPE

This event has ended.