This Year’s Top Tax & Financial-Planning Ideas

2022-12-16 13:00:002022-12-16 16:45:00 ET

# of CPE Credits



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.


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


* The SECURE Act, including IRA and RMD changes * An update on income tax and estate-planning ideas, including any recent changes * Highlights of the Tax Cuts & Jobs Act including the §199A deduction * Tax ideas for the current year * Financial-planning strategies, including planning with Roth and Traditional IRAs as well as Qualified Plans * Maximizing retirement plan benefits * Miscellaneous tax-planning techniques that can add up to significant tax savings * How to use the whole family for tax savings * The changing Social Security landscape: what it means for planning * 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 and estate planning

Advanced Prep


Event Speaker(s)

John Sherrick, CPA ( Surgent McCoy CPE, LLC, Bettendorf, IA ),

Additional Event Information

Technical Support
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Share This Event

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

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0028022

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/.

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