June 19, 2023

Live Webcast

4 Total CPE Credits


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

Learning Objectives

<liUnderstand changes to tax law affecting individual taxpayers through the present</font
</li<liIdentify strategies that are effective following estate and gift tax changes</font </li</ul</ul

Major Topics

<liTimely coverage of breaking tax legislation</font
</li<liThe 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</font
</li<liChanges to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations</font
</li<liConsiderations when selling a principal residence</font
</li<liTax benefits of HSAs</font
</li<liAn overview of the mechanics and practical considerations of Donor Advised Funds</font
</li<liA historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions</font
</li<liAn update on income tax and estate-planning ideas, including any recent changes</font
</li<liTax ideas for the current year</font
</li<liMiscellaneous tax-planning techniques that can add up to significant tax savings</font
</li<liHow to use the whole family for tax savings</font
</li<liUp-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings</font </li</ul</ul

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax
  • Taxation


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


Maryland Association of CPAs

Register For This Event

  • MACPA Member

    $ 164 164
  • MACPA Non-Member

    $ 229 229
    Your Price

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