Hot Topics in Tax and Financial Planning (HTFP)

Customer Rating

Rated 5 out of 5

Field of Study
Taxes (Technical)

Level
Intermediate

Credits
4

Qualifies For

Price: $ 39.99

With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. Additionally, 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.

Additional information

year	2022, 2023
version	01
Credits	4
Format	On Demand

Pre-requistes:

Basic course in individual income tax and estate planning

Knowledge Level:

Intermediate

Major Topics:

Comprehensive coverage of the Inflation Reduction Act of 2022
The SECURE Act, including IRA and RMD changes
Considerations when selling a principal residence
Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions
Highlights of the Tax Cuts & Jobs Act
An update on income tax and estate-planning ideas, including any recent changes
Miscellaneous tax-planning techniques that can add up to significant tax savings
Tax benefits of HSAs
How to use the whole family for tax savings
Tax ideas for the current year

Learning Objectives:

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

Designed For:

All practitioners, especially those who want to provide the best up-to-the-minute tax advice