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Top Individual Tax Planning Strategies Webinar

CPE

When
July 8
1:00 - 3:00 p.m.

CPE Credits
2-Tax

Details

 Pricing

PICPA Member: $89 | Nonmember: $114


 More Information

Course No.
ITPS-2022-01-WEBNR-189-01
Level
Basic
Prerequisites
A basic understanding of the tax rules relating to individual income tax
Note
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.

Description

It is unclear at the beginning of 2022 whether this year will see major tax changes or not. To a large extent, this depends on President Biden’s ability to shepherd changes originally part of the Build Back Better Act through Congress. If this does not prove to be the case, then 2022 will be marked more by the repeal of major changes enacted as part of attempts to stabilize the economy due to the COVID pandemic. Many taxpayers may use 2022 to plan for the eventual enactment of part or whole of the tax changes contained within the Build Back Better Act.

Highlights

  • Accelerate gifts of appreciated property before the end of 2022
  • Evaluate existing estate plans in anticipation of a reduction in the transfer tax exemption
  • Sell appreciated capital assets in 2022
  • Cash out of carried interest positions before such positions are taxed as ordinary income
  • Take advantage of Section 1031 exchange opportunities in 2022
  • Maximize contributions to IRAs and qualified retirement plans
  • Consider making a Roth IRA conversion in 2022
  • Consider investing in Series I Savings Bonds
  • Evaluate Social Security payment options


Speaker(s)

Michael J Tucker, Ph.D., LL.M., J.D., CPA

Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy's webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston.

 

 


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