Webinar: Individual and Financial-Planning Tax Camp

Highlights

• Comprehensive coverage of the SECURE Act 2.0
• Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
• Reading a tax return for developing client-specific tax strategies
• Will there be more changes in the individual tax laws?
• Changes to the lifetime estate tax exemption in light of proposed regulations 
• The net investment income tax: planning for compliance
• Family income-splitting strategies that need to be considered
• Income tax issues: impact on timing of other income
• Selling a principal residence
• Two principal residences at the same time
• Use of life insurance to protect families
• Using Roth IRAs and Roth contribution programs to best advantage
• Conversions: do they still make sense?
• Taking distributions: matching timing to client requirements
• Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed
• Social Security solvency issues
• Incentive Stock Options and Employee Stock Purchase Plan considerations
• What to do about itemized deductions
• Trans-generational planning: conversions, income, and gain-splitting
• Tax benefits of HSAs and other tax-advantaged acccounts
• Recent case law, as applicable
• Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
• Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement