Webinar: Top Individual Tax Planning Strategies

WS1733  |  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
Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.