Surgent's Individual and Financial-Planning Tax Camp (IFCP)

Available Anytime

Location: Online

8Credits

Technical Business

Registration is Open

FICPA Members

~~$125.00 Regular Price~~

Nonmembers

$185.00 Regular Price

Please Login to Register

Please Select co-workers you wish to register from the list:

	Name	Email	Firm Office

Product Code: SU20-IFCP-SSDL

Level: Intermediate

Vendor: Surgent

Field of Study: Taxes

Overview:

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.

Objectives:

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

Major Topics:

Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
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

Designed For:

Those involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques

Prerequisite:

Experience in individual income tax planning and income tax return preparation

Additional Info:

You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.

For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.