Individual and Financial Planning Tax Camp
Understand the planning implications of the current environment to determine the best tax strategies for retirement. Know what wealthy clients, middle-income clients, and closely held business owners need to consider in 2016. Learn to read a prior-year tax return to identify future tax opportunities.Highlights
- What’s new, expired or expiring, and likely to change
- Planning for the 3.8% surcharge tax
- Family income-splitting strategies
- Transgenerational planning
- Pension plan maximization
- Allocation among investment, retirement, and college funding vehicles
- Qualified plan contributions to reduce current income and Social Security tax for business owners and the self-employed
- Distributions
- Conversions
- Roth IRAs and Roth contribution programs
Registration
PICPA Member: $275
Nonmember: $375
More Information
Course No. 744000 Level: Intermediate
Prerequisites: Experience in individual income tax planning and income tax return preparation
Notes
Accepted for
CFM, CFP®, ChFC, CLU, CMA, and IRS credits.
Speaker(s)
Susan Smith
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