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This Year’s Top Tax and Financial- Planning Ideas (in collaboration with the FICPA)


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.

Learning Objectives

<liUnderstand changes to tax law affecting individual taxpayers through the present</font
</li<liIdentify strategies that are effective following estate and gift tax changes</font </li</ul</ul

Major Topics

<liTimely coverage of breaking tax legislation</font
</li<liThe SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing stategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations</font
</li<liChanges to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations</font
</li<liConsiderations when selling a principal residence</font
</li<liTax benefits of HSAs</font
</li<liAn overview of the mechanics and practical considerations of Donor Advised Funds</font
</li<liA historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions</font
</li<liAn update on income tax and estate-planning ideas, including any recent changes</font
</li<liTax ideas for the current year</font
</li<liMiscellaneous tax-planning techniques that can add up to significant tax savings</font
</li<liHow to use the whole family for tax savings</font
</li<liUp-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings</font </li</ul</ul

Maryland Association of CPAs
Course Level
Professional Area of Focus
CPE Field of Study
Who Should Attend

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


Basic course in individual income tax and estate planning

Live Online – via FICPA On24 Link
Event Information
Nov 16, 2023
8:30 am - 12:00 pm EDT
Live Online – via FICPA On24 Link
Total CPE Credits
Live Webcast


$ (% off)


$ (% off)
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This Year’s Top Tax and Financial- Planning Ideas (in collaboration with the FICPA)

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