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

Available Until Friday, April 30


12.00 Credits

Member Price $175.00

Non-Member Price $300.00


With different tax rates for individuals and trusts, tax planning takes on more importance. 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 legislative developments.

NOTE: This product is a downloadable PDF of the course manual.  Upon reading the course materials, you will complete an online exam and receive CPE credit with a passing grade of 70% or higher.


  • The best new income tax and estate-planning ideas, including items from tax reform
  • Highlights of the Tax Cuts & Jobs Act including the Section 199A deduction
  • 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
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • Life insurance
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings


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

Designed For

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


  • Understand life insurance for both income and estate planning
  • 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


You will receive an email from Surgent CPE with instructions to access this product.

Non-Member Price $300.00

Member Price $175.00