Events Search
  Summary & Check Out (0)
Friday, September 29, 2023 Live Webcast

Surgent's Individual Tax and Financial Planning Camp (E2309200)

8:30 AM - 4:30 PM EDT

Registration: 8:30 AM EDT


Vendor Platform

8 CPE Credits in TX


This course aims to arm tax planners with strategies and ideas that all clients - but, in particular, wealthy clients, middle-income clients, and closely held business owners - need to consider right now to take advantage of current opportunities and plan for future tax advantages.


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


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


Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. This material is continuously updated for recent legislation impacting individual taxpayers. Topics include:
  • Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE Act 2.0
  • Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
  • Reading a tax return for developing client-specific tax strategies
  • Will there be more changes in the individual tax laws?
  • Changes to the lifetime estate tax exemption in light of proposed regulations
  • The net investment income tax: planning for compliance
  • Family income-splitting strategies to be considered
  • Income tax issues: impact on timing of other income
  • Selling a principal residence
  • Use of life insurance to protect families
  • Using Roth IRAs and Roth contribution programs to the 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
  • Incentive stock options and employee stock purchase plan considerations
  • What to do about itemized deductions
  • Trans-generational planning: conversions, income, and gain-splitting
  • Tax benefits of HSAs
  • Recent case law
  • 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




Experience in individual income tax planning and income tax return preparation




  • Qualifies for CFP credit
  • Qualifies for IRS credit


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.


Virtual Registration

    $259.00 - Member

    $409.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.


Print a registration form