This Year's Top Tax and Financial-Planning Ideas

Overview

With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and 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.

Objectives

Understand changes to tax law affecting individual taxpayers through the present

Identify strategies that are effective following estate and gift tax changes

Highlights

Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals

Changes to the lifetime estate tax exemption in light of proposed regulations

Considerations when selling a principal residence

Tax benefits of HSAs

An overview of the mechanics and practical considerations of Donor Advised Funds

Virtual currency

An update on income tax and estate-planning ideas, including any recent changes

Tax ideas for the current year

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 Accounting and Finance Professionals, especially those who want to provide the best up-to-the-minute tax advice

Prerequisites

Basic course in individual income tax and estate planning

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Donald Cooley, Surgent McCoy CPE, LLC

Leader Bios

Donald Cooley, Surgent McCoy CPE, LLC

Donald B. Cooley, CPA is a partner in the accounting firm of Parfitt, Cooley & Associates. He has over 30 years of public accounting experience, specializing in tax planning, succession planning, and management advisory for closely held businesses and individuals. His work experience includes time with local and Big Four accounting firms. He is an adjunct faculty member at Ohio University and has presented a variety of tax topics for Surgent throughout the United States over the past decade. From 2015 to 2020, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Mr. Cooley graduated from Ohio University with a degree in accounting.

Return to Top