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


Sep 18, 2023
Time: 12:30pm - 4:30pm

Credit Hours:



Member: $175.00
Non-member: $240.00

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 4.8 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.

Full Description

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

September 18th, 2023 / 12:30 pm 4:00 pm

Elgee Rehfeld, LLC
9309 Glacier Highway, Suite B-200
Juneau, AK

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, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals
- Changes to the lifetime estate tax exemption in light of proposed regulations
- Considerations when selling a principal residence
- Tax benefits of HSAs
-An overview of the mechanics and practical considerations of Donor Advised Funds
- Virtual currency, including new Notices 2023-34 and 2023-27
- 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 accounting and finance professionals, 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