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This seminar will be held on OSCPA's virtual platform and will be led in real-time by a Surgent facilitator. To recreate the live experience, the speaker will keep the session engaging and interactive by using the chat feature and answering questions live. 

With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation including the SECURE Act and CARES Act increases the importance of generating new ideas for financial planning and saving for retirement. 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 items regarding tax reform, including 2021 stimulus bill(s). 

Major Topics

  • The SECURE Act IRA and RMD changes, with a specific look at planning strategies in light of the elimination of the "stretch IRA"
  • Other SECURE Act changes, including expanded §529 plans and 401(k) retirement accounts for part-time workers 
  • CARES Act retirement plan updates 
  • CARES Act changes to §461(l), §163(j) and NOLs 
  • A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions 
  • The best new income tax and estate-planning ideas, including items from tax reform 
  • Highlights of the Tax Cuts & Jobs Act including the §199A deduction
  • The changing Social Security landscape: what it means for planning 
  • Creative charitable giving strategies
  • Financial planning strategies 
  • Maximizing retirement plan benefits 
  • Using intentionally defective grantor trusts 
  • Miscellaneous tax-planning techniques that can add up to significant tax savings 
  • How to use the whole family for tax savings 
  • Life insurance 
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings 

Learning Objectives

  • Understand life insurance for both income and estate planning 
  • Identify strategies that are effective following estate and gift tax reform 
  • Understand options available to baby boomers as they reach retirement in light of Social Security 

Designed for

All practitioners, especially those who want to provide the best up-to-the-minute tax advice

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