August 27, 2020


Webinar


8 Total CPE Credits

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Surgent's Individual and Financial-Planning Tax Camp

  • Instructor

    Michael Frost

Learning Objectives

  • Mine a tax return for tax planning with a client
  • Understand the planning implications of the current environment
  • Determine the best tax strategies for retirement
  • Understand tax planning for the middle-income client

Major Topics

  • Understanding the environment: what's new, what's expired or expiring, and what's likely to change
  • Review of pertinent changes from tax reform
  • Reading a tax return for developing client-specific tax strategies
  • Will there be more changes in the individual tax laws?
  • The net investment income tax: planning for compliance
  • Family income-splitting strategies that need to be considered
  • Income tax issues: impact on timing of other income
  • Using Roth IRAs and Roth contribution programs to best advantage
  • Conversions: do they still make sense?
  • Taking distributions: matching timing to client requirements
  • Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed
  • What to do about itemized deductions
  • Trans-generational planning: conversions, income and gain-splitting
  • HSAs
  • Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
  • Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement

CPE Credits Available

8
Total CPE
8
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax

Prerequisites

Experience in individual income tax planning and income tax return preparation

Advanced Preparation

None

Intended Audience

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

Provider

Surgent McCoy CPE

This event has ended.