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4 CPE Credits

Surgent's This Year's Top Tax and Financial-Planning Ideas

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4 CPE Credits

This is a text-based course. To receive credit, you are required to review all content and achieve a minimum score of 70% on the final exam.

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.

Learning Objectives

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

Major Topics

    • Timely coverage of breaking tax legislation
    • Comprehensive coverage of key provisions enacted under The One Big Beautiful Bill Act (OBBBA) 
    • The SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals
    • Changes to the lifetime estate tax exemption in light of proposed regulations
    • Considerations when selling a principal residence
    • Tax benefits of HSAs
    • An overview of the mechanics and practical considerations of Donor Advised Funds
    • Virtual currency and digital assets
    • understand the new Form 1099-DA for reporting digital asset transactions
    • An update on income tax and estate-planning ideas, including any recent changes
    • Tax ideas for the current year
    • Miscellaneous tax-planning techniques that can add up to significant tax savings
    • How to use the whole family for tax savings
    • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

CPE Credits Available

4 CPE Credits
4
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Enrolled Agent - IRS Credit Eligible
  • Individual Tax

Prerequisites

Basic course in individual income tax and estate planning

Advanced Preparation

None

Intended Audience

All Accounting and Finance Professionals, especially those who want to provide the best up-to-the-minute tax advice

Provider

Surgent CPE

Purchase This Course

  • COCPA Member

    $ 79 79
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  • COCPA Non-Member

    $ 103 103
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