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Monday, August 23, 2021 Live Webcast

This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (E2108071)

9:00 AM - 4:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

8.0 CPE Credits in TX

OVERVIEW

With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation including the SECURE Act and CARES Act increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for items regarding tax reform, including 2021 stimulus bill(s).

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

All practitioners, especially those who want to provide the best up-to-the-minute tax advice

BENEFITS

  • Understand life insurance for both income and estate planning.
  • Identify strategies that are effective following estate and gift tax reform.
  • Understand options available to baby boomers as they reach retirement considering Social Security.

HIGHLIGHTS

  • The SECURE Act IRA and RMD changes, with a specific look at planning strategies in light of the elimination of the "stretch IRA"
  • Other SECURE Act changes, including expanded §529 plans and 401(k) retirement accounts for part-time workers
  • CARES Act retirement plan updates
  • CARES Act changes to §461(l), §163(j) and NOLs
  • A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions
  • The best new income tax and estate-planning ideas, including items from tax reform
  • Highlights of the Tax Cuts & Jobs Act including the §199A deduction
  • The changing Social Security landscape: what it means for planning
  • Creative charitable giving strategies
  • Financial planning strategies
  • Maximizing retirement plan benefits
  • Using intentionally defective grantor trusts
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • Life insurance
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

COURSE LEVEL

Intermediate

PREREQUISITES

Basic course in individual income tax, Social Security and estate planning.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • This seminar qualifies for CFP credit.

INSTRUCTOR

Dennis Riley

Dennis P. Riley, CPA, M.B.A.

Dennis Riley, CPA

Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.

PRICING

$289.00 - Member

$439.00 - Nonmember

Register Today


Note: Online pre-registration will close on August 23 at 8:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent

Qualifies For

  • CFP