Surgent's Individual Tax Planning Ideas Webcast [ITP4]

Sep 17, 2020
Time: 08:30am-12:00pm



Credit Hours:



Member: $150.00
Non-member: $225.00

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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 4.7 on a scale of 5.0. Smith is a two-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. 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 16, 2020. To register after this date please contact the society at or 907-562-4334.

Full Description

Surgents Individual Tax Planning Ideas Webcast (ITP4)

September 17th, 2020

For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.

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.

Major Topics:
- Review of pertinent changes from tax reform
- 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
- Understanding the environment: whats new, whats expired or expiring, and whats likely to change

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