This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas - Webcast
Overview
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. 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.
NOTE: This course qualifies for IRS CE (PTIN) credit. To receive IRS CE credit, please email your PTIN to profdev@orcpa.org at the end of the course. Surgent will report credit at the end of each quarter.
If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email profdev@orcpa.org.
Highlights
- Timely coverage of breaking tax legislation
- Comprehensive coverage of key provisions enacted under The One Big Beautiful Bill Act (OBBBA)
- 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 and digital assets - understand the new Form 1099-DA for reporting digital assets
- The best new income tax and estate-planning ideas
- The changing Social Security landscape: long-term solvency issues and what it means for retirement planning
- Creative charitable giving strategies
- Financial planning strategies
- Maximizing retirement plan benefits
- Using intentionally defective grantor trusts
- Miscellaneous tax-planning techniques that can add up to significant tax savings
- How to use the whole family for tax savings
- Life insurance
- Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
Prerequisites
Basic course in individual income tax, Social Security, and estate planning
Designed For
All Accounting and Finance Professionals, especially those who want to provide the best up-to-the-minute tax advice
Objectives
- Understand life insurance for both income and estate planning
- Identify strategies that are effective following estate and gift tax reform
- Understand options available to baby boomers as they reach retirement in light of Social Security
- Prepare for potential legislative changes to retirement and estate planning
Leader(s):
Leader Bios
John Kilroy, Surgent CPE
John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.
(2/24/26)
Non-Member Price $395.00
Member Price $315.00