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Tuesday, October 4, 2022 Live Webcast

Top Individual Tax Planning Strategies Webinar (X1-ITPS-2022-01-WEBNR-277-01)

1:00 PM - 3:00 PM EDT
webcast

Vendor Platform

2.0 CPE Credits in TX

OVERVIEW

The recently enacted Inflation Reduction Act (IRA) contains certain tax law changes that many individual clients will be interested in. These changes include energy related credits and credits for energy-efficient personal autos. These changes are immediately relevant to our clients and as such we should be familiar with them. In addition, changes in student loan forgiveness, the impending loss of 100% depreciation on qualified improvement property, and new medically related changes contained within the IRA all present new tax rules that practitioners should be familiar with. Ups and downs in the stock market present clients with the opportunity to harvest tax losses; the wash sale rules, which we review, challenge clients to make sure this is done in a tax efficient and technically correct manner, both topics that we cover in this program.

DESIGNED FOR

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

BENEFITS

  • Advise individual clients on implementing tax planning strategies in 2022 and after

HIGHLIGHTS

  • Consider selling depreciated stock but watch the impact of the wash sale rules
  • Taxpayer favorable health care-related provisions of the IRA
  • Limits on costs for coverage under Medicare Part D
  • Retention of government subsidized health insurance coverage for some individuals
  • Carried interest rules survive unchanged
  • Ins and outs of the energy-efficient home improvement credit
  • New credit for a previously owned clean vehicle
  • Anticipated loss of 100% bonus depreciation
  • The Biden plan for student loan forgiveness
  • ICHRAS as a health insurance coverage option for employers

COURSE LEVEL

Basic

PREREQUISITES

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

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credits

INSTRUCTOR

Michael Tucker

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.

Ph.D., JD, CPA

Professional Education Network

Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy's webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston.

PRICING

$99.00 - Member

$119.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent