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Choose CPE Format:

Live Webinar SELECT STARTING AT $239

Credits: 8

Qualifies For: IRS CFP

$239

Upcoming webinars

December 26, 2016
09:00 am - 05:00 pm (EST)

Instructor(s): Jack Surgent, CPA

January 06, 2017
09:00 am - 05:00 pm (EST)

Instructor(s): Jack Surgent, CPA

January 31, 2017
09:00 am - 05:00 pm (EST)

Instructor(s): Jack Surgent, CPA

See More Upcoming Webinar Dates >

NO HASSLE REFUNDS & TRANSFERS
EASY CANCELLATIONS
Self-StudySELECT STARTING AT $125

Downloadable PDF

Credits: 8

Qualifies For: IRS

$125

Textbook

Credits: 8

Qualifies For: IRS

$140

On-Demand Webcast

Credits: 8

Qualifies For: IRS

$155
Get this course FREE with an Unlimited Package! Learn More
  • Jack Surgent is the best presenter-with amazing knowledge and great connection to his audience.

    - Surgent customer

  • I would definitely recommend this course to co-workers involved in tax planning.

    - Surgent customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

Individual and Financial-Planning Tax Camp (IFCP)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    8
  • Qualifies for

    IRS CFP CPE

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 advantage. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm.

Major Topics:

  • Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
  • Review of legislative proposals
  • Reading a tax return for developing client-specific tax strategies
  • Will there be more changes in the individual tax laws?
  • An in-depth discussion of the 3.8-percent surcharge tax, including how it is computed and what planning steps must be taken
  •  Family income-splitting strategies that need to be considered
  • Income tax issues: impact on timing of other income, selection of investments
  • Why maximizing pension plans takes on new importance
  • 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
  • Prioritizing allocations among investment, retirement, and college funding vehicles
  • What to do about itemized deductions: will they still be available?
  • Trans-generational planning: conversions, income and gain-splitting
  • 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

Learning 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

Who should take this course:

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

Advanced Preparation:

None

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Self-Study Library Package

  • Unlimited 24/7 access to 200+ downloadable self-study courses

  • Courses range from 2-20 credits

  • Provides online grading & CPE certificates by email

$499

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Unlimited Webinar Package

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

  • Access through 12/31/16

$649

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Unlimited Plus Package

  • Unlimited access to ALL live CPE webinars

  • Includes all premium courses and virtual conferences

  • Unlimited 24/7 access to all self-study courses

  • Includes all on-demand webcasts Access for a year from purchase date

  • Unlimited 24/7 access to all self-study courses

$849

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  • CPE Continuing Professional Education for CPAs

  • IRS Continuing Education for EAs and the AFSP program

  • CFP Accepted by the CFP® Board

  • YB YellowBook Continuing Education

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