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Top Individual Tax Planning Strategies (Z1-ITPS-2023-02-SSWC)

100 Minutes
On demand - Video

On Demand - Video

2 CPE Credits in TX

OVERVIEW

Individual tax planning strategies for 2026 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers.

DESIGNED FOR

Accounting and finance professionals who need to know about tax planning opportunities for 2025 and later

BENEFITS

  • Advise individual clients on tax changes and planning opportunities associated with those changes in 2026 and after

HIGHLIGHTS

  • Extension and enhancement of reduced rates and the standard deduction
  • The temporary senior deduction
  • Extension and enhancement of increased Child Tax Credit
  • Extension and enhancement of increased estate and gift tax exemption amounts
  • Contributions to ABLE accounts and benefitting from the Saver’s Credit
  • Increased SALT deduction
  • Deduction for car loan interest
  • Using Trump Accounts
  • Extension and enhancement of paid family and medical leave credit
  • Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit
  • Tax credit for contributions of individuals to scholarship granting organizations
  • Additional expenses treated as qualified higher education expenses for purposes of 529 accounts
  • Individual charitable contributions
  • Health savings account related tax changes

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

PRICING

$89.00 - Member

$109.00 - Nonmember

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

Surgent

AREAS OF INTEREST

ALSO QUALIFIES FOR

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