June 19, 2023


Live Webcast


4 CPE

This Year’s Top Tax and Financial- Planning Ideas (in collaboration with the FICPA)

June 19, 2023
Live Webcast
4 CPE

This Year’s Top Tax and Financial- Planning Ideas (in collaboration with the FICPA)

Learning Objectives

Understand changes to tax law affecting individual taxpayers through the present

Identify strategies that are effective following estate and gift tax changes

Major Topics

  • Timely coverage of breaking tax legislation
  • The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing stategies 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

CPE Credits Available

4 CPE
4
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax
  • Taxation

Prerequisites

Basic course in individual income tax and estate planning

Intended Audience

All Accounting and Finance Professionals, especially those who want to provide the best up-to-the-minute tax advice

Provider

maryland association of cpa's

This event has ended.