Nashville Account Fest: This Year's Top Tax and Financial-Planning Ideas

438  |  Course  |  Intermediate  |  Scheduled

Description

With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. 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.

Credits

Number of Credits Type of Credits
4.00 Taxes
3.33 CLE

Designed For

All Accounting and Finance Professionals, especially those who want to provide the best up-to-the-minute tax advice

Prerequisites

Basic course in individual income tax and estate planning

Highlights

  • Timely coverage of breaking tax legislation, including 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
  • An update on income tax and estate-planning ideas, including any recent changes
  • Tax ideas for the current year
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations and rulings

Objectives

  • Understand changes to tax law affecting individual taxpayers through the present
  • Identify strategies that are effective following estate and gift tax changes

Prices

Member (Early Bird)
$179.00
Non-Member (Early Bird)
$229.00
Member
$229.00
Non-Member
$279.00
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Your Price: $279.00

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$20.00

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Instructors

John M. Kilroy

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.

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