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Self-StudySELECT STARTING AT $175

Downloadable PDF

Credits: 12

Qualifies For: IRS

$175

Textbook

Credits: 12

Qualifies For: IRS

$190
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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2016 (IEFP)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    12
  • Qualifies for

    IRS CPE

Overview

With higher tax rates for individuals and trusts, tax planning takes on more importance. Plus, with Social Security going bust and interest rates at an all-time low, new ideas for financial planning for 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! Updated for impacts of the Protecting Americans Against Tax Hikes (PATH) Act of 2015.

Major Topics:

  • Planning opportunities and pitfalls with the new 3.8-percent tax on net investment income
  • The best new income tax and estate-planning ideas in light of tax reform
  • Major 2016 tax ideas
  • The changing Social Security landscape: what it means for planning
  • Creative charitable giving strategies
  • Financial planning strategies
  • Maximizing retirement plan benefits
  • Using intentionally defective grantor trusts, and SCINs
  • 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

Learning Objectives

  • Understand the changes made by PATH affecting individual taxpayers
  • Identify strategies that are effective following estate and gift tax reform
  • Understand options available to baby boomers as they reach retirement in light of Social Security

Who should take this course:

Designed for:

All practitioners, especially those who want to provide the best up-to-the-minute tax advice

Prerequisite:

Basic course in individual income tax, Social Security, and estate planning

Advanced Preparation:

None

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