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 businesses need to consider right now to take advantage of present opportunities and plan for future tax advantages.Highlights
- What’s new, what’s expired or expiring, and what’s likely to change
- Review of legislative proposals
- Coverage of any new or additional changes in individual tax laws
- The net investment income tax
- Family income-splitting
- 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
- Prioritizing allocations among investment, retirement, and college funding vehicles
- Will itemized deductions continue to be available
- Transgenerational planning
- Reviewing the prior year return to identify tax opportunities for the future
- Planning for middle-income taxpayers
Registration
PICPA Member: $275
Nonmember: $375
More Information
Course No.
744000
Level:
Intermediate
Prerequisites:
Experience in individual income tax planning and tax return preparation
Notes
Accepted for CFP® and IRS credits.
Just Added!
Federal Tax Reform
Conference:
Understand the Tax Cuts and Jobs Act and How It Impacts
Pa.
Oct. 3 | Philadelphia or Webcast
Speaker(s)
Susan Smith
Smith & Associates
Course No. 744000
Level: Intermediate
Prerequisites: Experience in individual income tax planning and tax return preparation
Notes
Accepted for CFP® and IRS credits.
Just Added!
Federal Tax Reform
Conference:
Understand the Tax Cuts and Jobs Act and How It Impacts
Pa.
Oct. 3 | Philadelphia or Webcast
Susan Smith
Smith & Associates
