September 26, 2022 8:00am – 3:30pm Map & Directions 602-252-4144

Webcast: 101 Tax Planning Ideas

Description

The need for individual tax planning has never been greater. With the numerous enhancements made by the American Rescue Plan Act and the elimination of itemized deductions by the Tax Cuts and Jobs Act, individuals will look to their personal goals and the tax formula as they develop their plans. Exclusions from income, above-the-line deductions, and credits will play a more important role. This course reviews the different types of planning and important planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Taxation
8

Objectives

  • Review the tax formula and recent developments, including the CARES and American Rescue Plan Acts
  • Describe and illustrate the different types of planning and frequently used techniques
  • Review tax strategies from the areas of education, retirement, investment, and estate planning

Course Level

Overview

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs, tax preparers, attorneys, and financial advisers.

Prerequisites

None

Highlights

  • Planning opportunities in the tax formula
  • Different types of planning
  • Frequently-used planning techniques
  • Qualitative and quantitative considerations
  • The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning
  • Looking to the past, present, and future as we plan

Notes

None

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