Best Income Tax, Estate Tax & Financial-Planning Ideas Of 2016 [IEFP]


Sep 20, 2016
Time: 8:30 am-4:30 pm

Credit Hours:



Member: $295.00
Non-member: $445.00

Discussion Leader:

Susan Smith, CPA

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.

Full Description

The Best Income Tax, Estate Tax & Financial-Planning Ideas Of 2016 (IEFP)

September 20, 2016

Alaska Communications (ACS) Business Technology Center - Redoubt Room
600 East 36th Avenue
Anchorage, AK

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.

With higher tax rates for individuals and trusts, tax planning takes on more importance. Plus, with Social Security going bust and interest rates at an all-time low, new ideas for financial planning for 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! Updated for impacts of the Protecting Americans Against Tax Hikes (PATH) Act of 2015.

Major Topics:
Planning opportunities and pitfalls with the new 3.8-percent tax on net investment income
The best new income tax and estate-planning ideas in light of tax reform
Major 2016 tax ideas
The changing Social Security landscape: what it means for planning
Creative charitable giving strategies
Financial planning strategies
Maximizing retirement plan benefits
Using intentionally defective grantor trusts, and SCINs
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:
Be aware of what individuals need to do before year-end
Identify strategies that are effective following estate and gift tax reform
Understand options available to baby boomers as they reach retirement in light of Social Security

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

CPE Credits: 8, Taxation

Level of Knowledge: Intermediate

Prerequisite: Basic course in individual income tax, Social Security, and estate planning

Acronym: IEFP

Discussion Leader: Susan Smith, CPA