Virtual
101 Tax Planning Ideas 2024
Date: Dec. 18, 2024
Time: 8 a.m. – 3:30 p.m. PT
Overview
The need for individual tax planning has never been greater. With the 2024 elections and 2026 around the corner, 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 critical role for the next two years, but the return of itemized deductions, exemption deductions, and higher tax rates is coming soon. 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
1000002663-124814
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 is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.