Individual and Financial Planning Tax Camp

Oct 30
8:00 - 4:00 p.m.

The Buck Hotel
Feasterville - Map

8-Tax
CPE Credits

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
SECURE Act, including IRA and RMD changes
Understanding the business environment: what’s new, what’s expired or expiring, and what’s likely to change
Overview of postponed tax filing and payment deadlines due to COVID-19
CARES Act changes, including QIP technical correction and section 461(l) limitation