This Year's Top Tax and Financial Planning Ideas
Registration is 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.
Overview:
Objectives:
- Understand changes to tax law affecting individual taxpayers through the present
- Identify strategies that are effective following estate and gift tax changes
Presenters:
-
Inibehe U Adesanya
Read more about Inibehe U Adesanya here
Major Topics:
- Timely coverage of breaking tax legislation
- The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing stategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations
- Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations
- Considerations when selling a principal residence
- Tax benefits of HSAs
- An overview of the mechanics and practical considerations of Donor Advised Funds
- A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such 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
Major Topics:
- Timely coverage of breaking tax legislation
- The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing stategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations
- Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations
- Considerations when selling a principal residence
- Tax benefits of HSAs
- An overview of the mechanics and practical considerations of Donor Advised Funds
- A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such 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