August 1, 2025

Live Webcast

NYSED 4

Surgent's Individual Tax Planning Ideas Webcast

August 1, 2025
Live Webcast
NYSED 4

  • Instructor

    Jeffrey
    Snyder

  • Retirement planning in light of IRA and RMD changes
  • Comprehensive coverage of the One Big Beautiful Tax Bill Act
  • Changes to the lifetime estate tax exemption considering proposed regulations
  • Social Security
  • the latest on the looming solvency crisis
  • Review of pertinent changes from recent legislation
  • Reading a tax return for developing client-specific tax strategies
  • Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
  • Compensation and fringe benefit issues
  • Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them
  • All in the family: Tax tactics for spouses, children, and parents

Learning Objectives

  • Identify areas where individual taxpayers are not taking full advantage of the Code
  • Know the directions in which taxes are changing or are likely to change and how that affects planning

Major Topics

  • Retirement planning in light of IRA and RMD changes
  • Comprehensive coverage of the One Big Beautiful Tax Bill Act
  • Changes to the lifetime estate tax exemption considering proposed regulations
  • Social Security
  • the latest on the looming solvency crisis
  • Review of pertinent changes from recent legislation
  • Reading a tax return for developing client-specific tax strategies
  • Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
  • Compensation and fringe benefit issues
  • Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them
  • All in the family: Tax tactics for spouses, children, and parents

CPE Credits Available

NYSED 4
4
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

Experience in individual income tax planning and income tax return preparation

Advanced Preparation

Experience in individual income tax planning and income tax return preparation

Intended Audience

All practitioners involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques

Provider

Surgent McCoy CPE LLC

This event has ended.