This Year's Top Tax & Financial-Planning Ideas [IEF4]

Sep 20, 2022
Time: 08:30am-12:00pm

Subject:

Taxation

Credit Hours:

4.00

Price:

Member: $160.00
Non-member: $240.00

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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.

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Website registration for this course closes on September 19, 2022. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

This Year's Top Tax & Financial-Planning Ideas (IEF4)

September 20th, 2022 / 8:30 am 12:00 pm

The Megan Room
6591 A Street
Anchorage, AK 99518

With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and 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! Continually updated for legislative developments.

Major Topics:
- Timely coverage of breaking tax legislation
- The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing strategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations
- Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations
- Considerations when selling a principal residence
- Tax benefits of HSAs
- An overview of the mechanics and practical considerations of Donor Advised Funds
- A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions
- An update on income tax and estate-planning ideas, including any recent changes
- Tax ideas for the current year
- 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 changes to tax law affecting individual taxpayers through the present
-Identify strategies that are effective following estate and gift tax changes

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

CPE Credits: 4, Taxation

Level of Knowledge: Intermediate

Prerequisite: Basic course in individual income tax and estate planning

Acronym: IEF4

Discussion Leader: Susan Smith, CPA