Surgent’s Individual Tax Planning Ideas

1:00 pm–4:15 pm ET

# of CPE Credits



With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax-planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client.


* Identify areas where individual taxpayers are not taking full advantage of the code * Know the directions in which taxes are changing or are likely to change and how that affects planning


* The SECURE Act, including IRA and RMD changes * Review of pertinent changes from tax reform * Reading a tax return for developing client-specific tax strategies * Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future * Compensation and fringe benefit issues * Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them * All in the family: Tax tactics for spouses, children, and parents * Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change

Who Should Attend

All practitioners involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques

Required Knowledge

Experience in individual income tax planning and income tax return preparation

Advanced Prep


Event Speaker(s)

Mr. Chuck Borek ( The Association of International Certified Professional Accountants, Lewisville, TX ),

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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Level: Intermediate

Event Code:W0018622

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$145.00
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/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.