Individual and Financial-Planning Tax Camp Webinar
May 31
9:00 - 5:00 p.m.
Online
8-Tax
CPE Credits
- Mine a tax return for tax planning with a client
- Understand the planning implications of the current environment
- Determine the best tax strategies for retirement
- Understand tax planning for the middle-income client
Highlights
- Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
- Review of new tax reform
- Reading a tax return for developing client-specific tax strategies
- Will there be more changes in the individual tax laws?
- New alimony rules
- Family income-splitting strategies that need to be considered
- Income tax issues: impact on timing of other income, selection of investments
- Using Roth IRAs and Roth contribution programs to best advantage
- Taking distributions: matching timing to client requirements
- Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed
- Prioritizing allocations among investment, retirement, and college funding vehicles
- What to do about itemized deductions in light of the higher standard deduction
- Trans-generational planning: income and gain-splitting
- Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
- Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
Registration
PICPA Member: $259
Nonmember: $359
More Information
Course No. IFCP-2018-01-WEBNR-151-01 Level: Intermediate
Prerequisites: Experience in individual income tax planning and income tax return preparation
Notes
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.
Speaker(s)
Robert Lickwar
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