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Monday, November 17, 2025 Live Webcast

Surgent's Individual Tax Planning Ideas (E2511182)

9:00 AM - 12:30 PM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client. Continuously updated for the latest legislation and IRS guidance.

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

DESIGNED FOR

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

BENEFITS

  • Identify areas where individual taxpayers are not taking full advantage of the Code
  • Know the directions in which taxes are changing or are likely to change and how that affects planning

HIGHLIGHTS

  • Retirement planning in light of IRA and RMD changes
  • Comprehensive coverage of the One Big Beautiful Tax Bill Act
  • Changes to the lifetime estate tax exemption considering proposed regulations
  • Social Security - the latest on the looming solvency crisis
  • Review of pertinent changes from recent legislation
  • Reading a tax return for developing client-specific tax strategies
  • Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
  • Compensation and fringe benefit issues
  • Identify clients with net investment income tax problems and the potential ways to reduce oreliminate them
  • All in the family: Tax tactics for spouses, children, and parents

COURSE LEVEL

Intermediate

PREREQUISITES

Experience in individual income tax planning and income tax return preparation

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

INSTRUCTOR

Michael Frost

Michael A. Frost, CPA, EA
(4.6)

Read bio

PRICING

$199.00 - Member

$274.00 - Nonmember

Register Today


Note: Online pre-registration will close on November 17 at 8:30 AM.

ADDITIONAL OPTIONS

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ALSO AVAILABLE

COURSE DEVELOPER

Surgent

ALSO QUALIFIES FOR