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Thursday, September 24, 2020 Webcast

Surgent's Individual Tax Camp (E2009070)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

webcast

Webcast

8.0 CPE Credits in TX

OVERVIEW

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 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. The material is current with relevant provisions from The Tax Cuts & Jobs Act.

DESIGNED FOR

Those involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques.

BENEFITS

  • Mine a tax return for tax planning with a client
  • Understand the planning implications of the current environment
  • Determine the best tax strategies for retirement
  • Understand tax planning for the middle-income client

HIGHLIGHTS

  • The SECURE Act, including IRA and RMD changes
  • Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
  • Overview of postponed tax filing and payment deadlines due to COVID-19
  • The CARES Act changes, including QIP technical correction and section 461(l) limitation
  • Review of pertinent changes from tax reform
  • Reading a tax return for developing client-specific tax strategies
  • Will there be more changes in the individual tax laws?
  • The net investment income tax: planning for compliance
  • Family income-splitting strategies that need to be considered lox issues: impact on timing of other income
  • 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
  • What to do about itemized deductions
  • Trans-generational planning: conversions, income and gain-splitting
  • HSAs
  • 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

COURSE LEVEL

Intermediate

PREREQUISITES

Experience in individual income tax planning and income tax return preparation.

ADVANCE PREPARATION

None.

ADDITIONAL NOTES

  • This seminar qualifies for CFP Credit.
  • This seminar qualifies for IRS credit.

INSTRUCTOR

Susan Smith

Susan Smith, CPA

Surgent Professional Education

Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master's taxation program. Her ratings have consistently exceeded 4.7 on a scale of 5.0. Smith is a two-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015 and 2016, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.

PRICING

$259.00 - Member

$359.00 - Non Member

Register Today


Note: Online pre-registration will close 24 hours prior to this event.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

AREAS OF INTEREST

Qualifies For

  • CFP