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The ISCPA office will close at 2 p.m. on Nov. 27 and will be closed Nov. 28-29 for the Thanksgiving holiday. For questions on CPE access during our short break, refer to your email confirmation or the webcast resources page.

101 Tax Planning Ideas 2024

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Webinar

8.00 Credits

Member Price $299.00

Non-Member Price $399.00

Overview

The need for individual tax planning has never been greater. With the 2024 elections and 2026 around the corner, individuals will look to their personal goals and the tax formula as they develop their plans. Exclusions from income, above-the-line deductions, and credits will play a critical role for the next two years, but the return of itemized deductions, exemption deductions, and higher tax rates is coming soon. This course reviews the different types of planning and essential planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.

Highlights

  • Planning opportunities in the tax formula
  • Different types of planning
  • Frequently-used planning techniques
  • Qualitative and quantitative considerations
  • The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning
  • Looking to the past, present, and future as we plan

Prerequisites

None

Designed For

CPAs, tax preparers, attorneys and financial advisers.

Objectives

  • Review the tax formula and recent developments, including the Inflation Reduction Act and SECURE Act 2.0
  • Describe and illustrate the different types of planning and frequently used techniques
  • Review tax strategies from the areas of education, retirement, investment, and estate planning

Preparation

None

Notice

This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).

Leader(s):

Leader Bios

J. Randy Gardner

Randy Gardner, JD, LLM, MBA, CPA, CFP ® is a professor of Tax and Financial Planning and director of the Certificate in Financial Planning program at the University of Missouri - Kansas City. He is a coauthor of several books on tax issues and is also a highly rated discussion leader. In addition to teaching, Mr. Gardner works as a tax and financial planning consultant for several accounting firms and over 200 individual clients. He also serves on the Editorial Board of The Journal of Financial Planning and on the Board of Examiners of the Certified Financial Planner Board of Standards, and he is a member of the Missouri Society of CPAs. Mr. Gardner earned a Bachelor of Arts degree, cum laude, from Harvard University, his JD and MBA degrees from the University of Kansas, and a Master of Law in Taxation from the University of Missouri - Kansas City 4/06

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Non-Member Price $399.00

Member Price $299.00

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