August 30, 2018


Mobile Marriott
3101 Airport Blvd, Mobile, Mobile County, Alabama 36606-3630

8 Total CPE Credits


Surgent's Individual and Financial-Planning Tax Camp

  • Instructor

    Susan Smith

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 legislative proposals
  • 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 and also for repeal
  • Family income-splitting strategies that need to be considered
  • Income tax issues: impact on timing of other income, selection of investments
  • 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
  • Prioritizing allocations among investment, retirement, and college funding vehicles
  • What to do about itemized deductions: will they still be available?
  • Trans-generational planning: conversions, income and gainsplitting
  • 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

Total CPE

Mobile Marriott

3101 Airport Blvd, Mobile, Mobile County, Alabama 36606-3630

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Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax


Experience in individual income tax planning and income tax return preparation

Advanced Preparation


Intended Audience

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


Surgent McCoy CPE

This event has ended.