Self-Study

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

  • Tuesday, March 27, 2018 – Tuesday, April 30, 2019

  • 12
    CREDITS
    Taxes

With the biggest change to the tax code in over 30 years now here, tax and financial planning take on even greater importance this year. Plus with Social Security going bust and interest rates at an all-time low, 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!

Objectives

  • Understand recent tax changes affecting individual taxpayers
  • 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

Highlights

  • The best new income tax and estate-planning ideas
  • 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, 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

Additional Information

Designed For

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

Vendor

Surgent

Advanced Preparation

None

Prerequisite

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

Field of Study

Taxes

Course Number

1825104

Level of Knowledge

Intermediate

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