Surgent’s Individual & Financial-Planning Tax Camp

2022-12-27 08:30:002022-12-27 16:15:00 ET

# of CPE Credits



Each year brings its own set of tax-planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. The material is current with relevant provisions from The Tax Cuts & Jobs Act.


* Mine a tax return for tax planning with a client * Understand the planning implications of the current environment * Determine the best tax strategies for retirement * Understand tax planning for the middle-income client


* The SECURE Act, including IRA and RMD changes * Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change * The CARES Act changes, including QIP technical correction and section 461(l) limitation * Review of pertinent changes from tax reform * Reading a tax return for developing client-specific tax strategies * Will there be more changes in the individual tax laws * The net investment income tax: planning for compliance * Family income-splitting strategies that need to be considered * Income tax issues: impact on timing of other income * Using Roth IRAs and Roth contribution programs to best advantage * Conversions: do they still make sense * Taking distributions: matching timing to client requirements * Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed * What to do about itemized deductions * Trans-generational planning: conversions, income and gain-splitting * HSAs * Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future * Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement

Who Should Attend

Those 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)

Michael Anthony Frost ( Jacksonville, AL ),

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.

Test Your System
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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:W0030022

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/.

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