This Year's Top Tax and Financial-Planning Ideas
Online
4.00 Credits
Member Price $160.00
Price will increase by $20 after 6/19
Non-Member Price $225.00
Price will increase by $20 after 6/19
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
- Comprehensive coverage of key provisions enacted under The One Big Beautiful Bill Act (OBBBA)
- 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 and digital assets - understand the new Form 1099-DA for reporting digital asset transactions
- 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
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
To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.
Leader(s):
Leader Bios
John Kilroy, Surgent McCoy CPE, LLC
John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.
Non-Member Price $225.00
Member Price $160.00