August 25, 2017


Joy Knodel, General Manager Holiday Inn Mobile

8 Total CPE Credits


Best Income Tax, Estate Tax, and Financial Planning Ideas of 2017

Learning Objectives

  • Understand the changes made by PATH affecting individual taxpayers
  • Identify strategies that are effective following estate and gift tax reform
  • Understand options available to baby boomers as they reach retirement in light of Social Security

Major Topics

  • Planning opportunities and pitfalls with the 3.8-percent tax on net investment income
  • The best new income tax and estate-planning ideas in light of tax reform
  • Major 2017 tax ideas
  • The changing Social Security landscape: what it means for planning
  • Creative charitable giving strategies
  • Financial planning strategies
  • Maximizing retirement plan benefits
  • Using intentionally defective grantor trusts, and SCINs
  • 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

Total CPE

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax


Basic course in individual income tax, Social Security, 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.