This Year’s Best Income Tax, Estate Tax, & Financial-Planning Ideas

8:30 am–4:15 pm ET

# of CPE Credits



With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation including the SECURE Act and CARES Act increases the importance of generating new ideas for financial planning and saving for retirement. 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.


* Understand life insurance for both income and estate planning * Identify strategies that are effective following estate and gift tax reform * Understand options available to baby boomers as they reach retirement in light of Social Security


* The SECURE Act IRA and RMD changes, with a specific look at planning strategies in light of the elimination of the "stretch IRA" * Other SECURE Act changes, including expanded §529 plans and 401(k) retirement accounts for part-time workers * CARES Act retirement plan updates * CARES Act changes to §461(l), §163(j) and NOLs * A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions * The best new income tax and estate-planning ideas, including items from tax reform * Highlights of the Tax Cuts & Jobs Act including the §199A deduction * The changing Social Security landscape: what it means for planning * Creative charitable-giving strategies * Financial-planning strategies * Maximizing retirement plan benefits * Using intentionally defective grantor trusts * Miscellaneous tax-planning techniques that can add up to significant tax savings * How to use the whole family for tax savings * Life insurance * Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Who Should Attend

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

Required Knowledge

Basic course in individual income tax, Social Security, and estate planning

Advanced Prep


Event Speaker(s)

Neil Brown ( Surgent McCoy CPE, LLC, Pasadena, MD ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

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Share This Event

Event Vendor:Surgent McCoy CPE, LLC
Field of Study:Taxes
Level: Intermediate
Other:Enrolled Agent

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0017722

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$260.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

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