Surgent's This Year's Top Tax and Financial-Planning Ideas (IEF4)

  • Wednesday, January 29, 2020 – Friday, April 30, 2021

  • 4

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.


  • Understand changes to tax law affecting individual taxpayers through the present
  • Identify strategies that are effective following estate and gift tax changes


  • An update on income tax and estate-planning ideas, including any recent changes
  • Highlights of the Tax Cuts & Jobs Act including Section 199A deduction
  • Tax ideas for the current year
  • Financial planning strategies including planning with Roth and Traditional IRAs as well as Qualified Plans
  • Maximizing retirement plan benefits
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • The changing Social Security landscape: what it means for planning
  • 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



Advanced Preparation



4.00 Taxes


Basic course in individual income tax and estate planning

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Level of Knowledge


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