Surgent's Best Income Tax, Estate Tax, and Financial-Planning Ideas

 

   

 

 
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Overview

12.0 Credits

The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs and goals. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for post-election legislative developments.

Objectives

  • Understand options available to baby boomers as they reach retirement in light of Social Security
  • Understand how to plan for possible changes like repeal of the estate tax and/or the net investment income tax
  • Understand how to assess and use all planning options available in a given client situation

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 2016 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

Designed For

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

Prerequisite

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