Hot Topics in Tax and Financial Planning (HTFP)

Customer Rating
Field of Study
Taxes (Technical)
Level
Intermediate
Credits
4
Qualifies For
CPE



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

version

01

Credits

4

Company Code

Self Study

Format

On Demand

Yellow Book Approved

0

CFP Approved

0

IRS Approved

0

CTEC Approved

0

Field of Study Credits

Taxes (Technical) (4)

Field of Study Department

Taxes (Technical)

Course Version

2022-01

CPE Approved

1

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