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Surgent’s This Year’s Top Tax and Financial-Planning Ideas (SSTX752/24)

Event Description

With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.

Designed For

All Accounting and Finance Professionals, especially those who want to provide the best up-to-the-minute tax advice


Understand changes to tax law affecting individual taxpayers through the present Identify strategies that are effective following estate and gift tax changes

Major Subjects

Coverage of the Inflation Reduction Act of 2022 Timely coverage of breaking tax legislation The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing stategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations Considerations when selling a principal residence Tax benefits of HSAs An overview of the mechanics and practical considerations of Donor Advised Funds A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions An update on income tax and estate-planning ideas, including any recent changes Tax ideas for the current year Miscellaneous tax-planning techniques that can add up to significant tax savings How to use the whole family for tax savings Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings


Basic course in individual income tax and estate planning