Virtual
101 Tax Planning Ideas 2023
Date: May 16, 2023
Time: 8 a.m. – 3:30 p.m. PT
Overview
The need for individual tax planning has never been greater. With the numerous enhancements made by the SECURE Act 2.0 and the Inflation Reduction Act and the elimination of itemized deductions by the Tax Cuts and Jobs Act, individuals will look to their personal goals and the tax formula as they develop their plans. Exclusions from income, above-the-line deductions, and credits will play a more critical role. This course reviews the different types of planning and essential planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.
Product Code
1000001625-116028
Credit Type
CPE: 8CFP: 8CPE-Technical: 8CTEC-TX: 8IRS-TX: 8Accessibility
Closed Captioning Available
Intended Audience
CPAs, tax preparers, attorneys and financial advisers.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Planning opportunities in the tax formula
- Different types of planning
- Frequently-used planning techniques
- Qualitative and quantitative considerations
- The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning
- Looking to the past, present, and future as we plan
Faculty
Additional Details
This course was recorded on 3/10/2023. The instructor will be available via the chat feature to answer questions during the presentation.