Top Individual Tax Planning Strategies Webinar

Jun 18
1:00 - 3:00 p.m.

Online

2-Tax
CPE Credits

The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2024 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.
Highlights

New Clean Vehicles (CV) and the Clean Vehicle Credit
What the CV seller must provide to the buyer
Credit for previously owned CVs
Energy efficient home improvement credit
Increase in age for required beginning date for RMDs
Reduction in excise tax on RMD failures
Indexing IRA catch-up limit
Higher catch-up limit to apply at age 60, 61, 62 and 63
Withdrawals for certain emergency expenses
Qualifying longevity annuity contracts (QLACs)
One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation

Registration

PICPA Member: $99
Nonmember: $149

More Information

Course No. ITPS-2024-01-WEBNR-170-01 Level: Basic

Prerequisites: A basic understanding of the tax rules relating to individual income tax

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.