July 16, 2025


Live Webcast


NYSED 4

This Year's Top Tax and Financial-Planning Ideas Webcast

July 16, 2025
Live Webcast
NYSED 4
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    Instructor

    Michael
    Frost

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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, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals
  • 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
  • Virtual currency and digital assets
  • The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting
  • 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

NYSED 4
4
Advisory Services (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Advisory Services (NYSED)

Prerequisites

Basic course in individual income tax and estate planning

Advanced Preparation

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

Surgent McCoy CPE LLC

This event has ended.