Surgent's Individual Tax Planning Ideas [ITP4]
Time: 08:30am-12:00pm
Subject:
TaxationCredit Hours:
4.00Price:
Member: $180.00
Non-member: $250.00
Discussion Leader:
Susan Smith, CPA
more info
Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master’s taxation program. Her ratings have consistently exceeded 4.8 on a scale of 5.0. Smith is a four-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015, 2016, and 2018, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.
closeWebsite registration for this course closes on August 19, 2025. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Surgent's Individual Tax Planning Ideas (ITP4)August 20th, 2025 / 8:30 am 12:00 pm
Elgee Rehfeld, LLC
9309 Glacier Highway, Suite B-200
Juneau, AK
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client. Continuously updated for the latest legislation and IRS guidance.
Major Topics:
- Retirement planning in light of IRA and RMD changes
- Comprehensive coverage of the One Big Beautiful Tax Bill Act
- Changes to the lifetime estate tax exemption considering proposed regulations
- Social Security the latest on the looming solvency crisis
- Review of pertinent changes from recent legislation
- Reading a tax return for developing client-specific tax strategies
- Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
- Compensation and fringe benefit issues
- Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them
- All in the family: Tax tactics for spouses, children, and parents
Learning Objectives:
- Identify areas where individual taxpayers are not taking full advantage of the Code
- Know the directions in which taxes are changing or are likely to change and how that affects planning
Designed For: All practitioners involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques
CPE Credits: 4, Taxation
Level of Knowledge: Intermediate
Prerequisite: Experience in individual income tax planning and income tax return preparation
Acronym: ITP4
Discussion Leader: Susan Smith, CPA
