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Wednesday, November 15, 2023 Live Webcast

Top Individual Tax Planning Strategies (E2311332)

9:00 AM - 10:40 AM EST

Registration: 8:30 AM EST


Vendor Platform

2.0 CPE Credits in TX


Apart from the Secure Act 2.0, it seems more and more unlikely that major tax changes will be enacted in 2022. President Biden’s fiscal year 2023 budget does, however, contain proposed tax changes that, if enacted, would produce radical changes to the current tax law, but passage of this budget in its proposed form is quite problematic. If we do not see significant tax law changes in 2022, then it’s likely that status quo will be maintained through 2022; although, the possibility exists that some or all of the President’s budgetary tax changes will be enacted later in time. At a minimum it is important for tax practitioners to be aware of proposed tax law changes and planning strategies related to them so as to intelligently advise their clients in the event that some of these radical changes do get enacted.

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


Tax practitioners who anticipate advising individual clients regarding tax planning opportunities for 2022 and later


  • Advise individual clients on implementing tax planning strategies in 2022


  • Applying the wash sale rules in light of losses realized and recognized on the sale of stock or securities
  • Accelerate income into 2022 in light of significant proposed tax rate increases for 2023 and later years
  • Evaluate existing estate plans in anticipation of a potential reduction in the transfer tax exemption
  • Employ intentionally defective grantor trusts before the proposed estate tax changes are scheduled to take effect
  • High income taxpayers should consider selling appreciated capital assets in 2022 to avoid potential substantial long-term capital gain rate increases
  • Cash out of carried interest positions before such positions are taxed as ordinary income
  • Take advantage of Section 1031 exchange opportunities in 2022
  • Maximize contributions to IRAs and qualified retirement plans
  • Consider making a Roth IRA conversion in 2022
  • Take advantage of like-kind exchanges before the Section 1031 rules change




A basic understanding of the tax rules relating to individual income tax




  • Qualifies for IRS credits


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.


$99.00 - Member

$137.00 - Nonmember

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Note: Online pre-registration will close on November 15 at 9:00 AM.


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