Mobile Edition

Year-End Tax Planning Ideas for Individuals (YEPI) (SUYEPI04)

Date:Thursday, December 21, 2017
Time:1:00 PM - 3:00 PM
(Registration at 12:30PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Vendor:Surgent McCoy
Course Level:Intermediate
Early Bird Price:Not applicable or see below.

Tax practitioners are intensely motivated to help their individual clients save money by utilizing the most effective and efficient tax planning strategies. This program gives audience members both new as well as time-tested individual tax planning strategies they can help their individual clients apply before the end of 2017, taking into account any legislative changes that may have been enacted in 2017 that impact 2017 and 2018.

  • Advise clients on tactics and strategies that allow them to maximize tax benefits available to them before the end of 2017

Major Topics:
  • The most effective individual tax planning ideas, including the following:
  • Shifting deductions and income to the most advantageous year
    • Making maximum use of the lower individual tax rates by deferring income and accelerating deductions, taking into account any marginal rate changes that may apply to 2017 and later years.
    • Taking maximum advantage of available individual tax deductions and credits made permanent by the PATH Act
    • Taking advantage of traditional IRA and Roth IRA opportunities and employer-provided retirement plans
    • Minimizing self-employment taxes

Who Should Attend:
Any tax practitioner wishing to understand and apply individual tax planning strategies to his or her individual clients before the end of 2017

A basic understanding of the tax rules relating to the income taxation of individuals

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.