Individual and Financial-Planning Tax Camp Webinar

Jun 21
11:30 - 7:30 p.m.

Online

8-Tax
CPE Credits

Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. This material is continuously updated for recent legislation impacting individual taxpayers.
Highlights

Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE Act 2.0
Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
Reading a tax return for developing client-specific tax strategies
Will there be more changes in the individual tax laws?
Changes to the lifetime estate tax exemption in light of proposed regulations
The net investment income tax: planning for compliance
Family income-splitting strategies that need to be considered
Income tax issues: impact on timing of other income
Selling a principal residence
Use of life insurance to protect families
Using Roth IRAs and Roth contribution programs to best advantage
Conversions: do they still make sense?
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
Incentive Stock Options and Employee Stock Purchase Plan considerations
What to do about itemized deductions
Trans-generational planning: conversions, income, and gain-splitting
Tax benefits of HSAs
Recent case law, as applicable
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: $299
Nonmember: $409

More Information

Course No. IFCP-2023-01-WEBNR-172-01

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

Surgent McCoy CPE LLC

Robert Lickwar

Bob has more than 30 years of experience as a practicing CPA, and has worked exclusively with privately held businesses and owners to provide compliance services and sophisticated tax planning strategies including like-kind exchanges, tax efficient workouts and restructurings, reorganizations and estate planning services. He has assisted the firm's clients in the development of tax-favored and other retirement plans, and has worked with the firm's partners in developing tax efficient succession transitions, including acquisitions and sales of businesses. He also has extensive experience in dealing with tax authorities at both the federal and state levels.

Specialty Areas

Bob is one of the foremost experts in the taxation of small businesses and their owners, specializing in many areas of domestic taxation, including real estate, multi state, business and individual taxation.

Education, Professional Development and Memberships

Bob graduated from Central Connecticut State University with a B.S. degree in Accounting in 1985. He completed the Master of Science in Taxation program at the University of Hartford.

He is a frequent lecturer on various tax topics, including issues related to the taxation of real estate professionals and tax aspects related to corporate and individual debtors for the American Institute of CPA's. He speaks annually at the Connecticut Society of CPA's State Tax Forum, providing legislative and regulatory updates in many areas of state taxation. He has presented at seminars to small business for the Berlin and Farmington Continuing Adult Education programs, and has answered tax questions for local radio stations.

Bob is a past chair of the Connecticut Society of CPA's State Tax Committee, and received the organization's distinguished author award for a tax related article in 1995. As former chair, he testified on behalf of the society regarding tax bills proposed in legislative sessions. He has contributed to articles presented in Taxation for Accountants, The Journal of Accountancy, and local newspapers.

He is a member of the American Institute of Certified Public Accountants and related tax sections, and the Connecticut Society of Certified Public Accountants and related State Tax Committee.

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