Top Individual Tax Planning Strategies (Morning Session)

Monday, November 8 10:35am - 12:15pm

(Check-In 10:25am)

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2.00 Credits

Member Price $79.00

Price will increase by $10 on 11/1

Non-Member Price $114.00

Price will increase by $10 on 11/1


The Tax Cuts and Jobs Act (TCJA) contains provisions that when properly implemented allow the individual taxpayer to reduce his or her tax liability. The SECURE Act changed many of the rules dealing with Individual Retirement Accounts (IRAs). This program focuses on certain tax strategies that allow the individual taxpayer to reduce his or her tax liability based on the TCJA and IRS notices and regulations issued over the last three years and also discusses individual planning strategies relating to IRAs.


  • IRA changes that impact individual tax planning
  • Election to use the interest tracing rules rather than be limited under the mortgage interest deduction limitation
  • Transfer property to younger family members while the enlarged transfer tax exemption remains in place Rollover 529 plan balances into ABLE Programs
  • Take advantage of 529 plans to fund pre-college education expenses on a tax-advantaged basis
  • Negotiate or renegotiate separation agreements and divorce decrees in light of the changes in the tax rules governing the deductibility of alimony payments


A basic understanding of the tax rules relating to individual income tax

Designed For

Tax practitioners who anticipate advising individual clients regarding tax planning opportunities that result from changes brought about by the Tax Cuts and Jobs Act


Advise individual clients on implementing new tax planning strategies that result from the Tax Cuts and Jobs Act and the SECURE Act


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Douglas Stives

Douglas P. Stives, CPA, PFS Monmouth University / West Long Branch, NJ

Douglas (Doug) Stives, CPA, MBA, is a full-time professor of accounting at Monmouth University in West Long Branch, New Jersey, where he started in 2006. Doug was honored as the Outstanding Business Professor of the Year in 2009 and 2016. He graduated from Lehigh University with a BS in 1968 and an MBA in 1969. Doug started his career at PricewaterhouseCoopers in 1969 and later joined a small CPA firm that became The Curchin Group, located in Red Bank, New Jersey, where he was a partner for 34 years and continues as a consultant. In 1989 and 1990, Doug was the youngest president of the New Jersey Society of CPAs. He served the AICPA as a representative to Council, a member of the Tax Division Executive Committee, and chair of several committees. Doug is a frequent speaker for many state CPA societies. He’s been quoted in the New York Times, Wall Street Journal, Forbes, and other national publications, and he has appeared on CNN, CNBC, PBS, and the three major networks. Doug remains active with his college fraternity, the Kappa Alpha Society, where he served as national president for several years. He also served on many charity boards and was chairman of the Community YMCA in Red Bank, New Jersey.

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Non-Member Price $114.00

Member Price $79.00