September 22, 2020


4 Total CPE Credits


Surgent's Individual Tax Planning Ideas

  • Instructor

    Michael Frost

Learning Objectives

  • Identify areas where individual taxpayers are not taking full advantage of the Code
  • Know the directions in which taxes are changing or are likely to change and how that affects planning

Major Topics

  • Review of pertinent changes from tax reform
  • Reading a tax return for developing client-specific tax strategies
  • Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
  • Compensation and fringe benefit issues
  • Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them
  • All in the family: Tax tactics for spouses, children, and parents
  • Understanding the environment: what's new, what's expired or expiring, and what's likely to change

CPE Credits Available

Total CPE

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

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


Surgent McCoy CPE

This event has ended.