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Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)

  • Format Live Seminar
  • Credits 8
  • Level Intermediate
  • Field of Study Taxes (8)

To register for a live seminar, visit the sponsoring state society’s website.

See Locations for this Course

Overview

With different tax rates for individuals and trusts, tax planning takes on more importance. Plus with Social Security going bust and interest rates at an all-time low, new ideas for financial planning for retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for post-election legislative developments.

Major Topics

  • The best new income tax and estate-planning ideas, including the Trump plan
  • Major tax ideas for the current year
  • 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

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

Who should take this course:


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

Basic course in individual income tax, Social Security, and estate planning

None

Yes

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