December 7, 2023


8 Total CPE Credits


Webinar (CA): 101 Tax Planning Ideas 2023

  • Instructor

    James Gardner

Learning Objectives

• Review the tax formula and recent developments, including the Inflation Reduction Act and SECURE Act 2.0
• Describe and illustrate the different types of planning and frequently used techniques
• Review tax strategies from the areas of education, retirement, investment, and estate planning

Major Topics

• Planning opportunities in the tax formula
• Different types of planning
• Frequently-used planning techniques
• Qualitative and quantitative considerations
• The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning
• Looking to the past, present, and future as we plan

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Overview



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, tax preparers, attorneys and financial advisers.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

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