Webinar: Top Individual Tax Planning Strategies
WS1527 | Course | Basic | Scheduled
Description
The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2024 and in later years. This prog
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Taxes |
Designed For
Tax practitioners who anticipate advising individual clients regarding tax planning opportunities for 2024 and later
Prerequisites
A basic understanding of the tax rules relating to individual income tax
Highlights
- New Clean Vehicles (CV) and the Clean Vehicle Credit
- What the CV seller must provide to the buyer
- Credit for previously owned CVs
- Energy efficient home improvement credit
- Increase in age for required beginning date for RMDs
- Reduction in excise tax on RMD failures
- Indexing IRA catch-up limit
- Higher catch-up limit to apply at age 60, 61, 62 and 63
- Withdrawals for certain emergency expenses
- Qualifying longevity annuity contracts (QLACs)
- One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation
Objectives
- Advise individual clients on tax changes and opportunities in 2024 and after
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $99.00
- Non-Member (Early Bird)
- $99.00
- Member
- $99.00
- Non-Member
- $99.00
Registration for this event has closed. If you have any question or concerns please
give us a call at 615-377-3825 or send us an e-mail at
registrar@tscpa.com