101 Tax Planning Ideas 25-26
Webcast Only
8.00 Credits
Member Price $349.00
Non-Member Price $459.00
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
Leader(s):
Leader Bios
James Gardner, CalCPA Education Foundation
Randy Gardner, J.D., LLM, MBA, CPA, CFP®, is a Professor of Tax and Financial Planning and Director of the Financial Planning Program at the University of Missouri, Kansas City. He is coauthor of the books, The Closing Wealth Transfer Window, 101 Tax Saving Ideas, and Tools and Techniques of Income Tax Planning. In 1997, the Missouri Society of CPAs recognized him as Educator of the Year. Professor Gardner has worked with hundreds of clients as a CPA and estate-planning attorney in Kansas and California. He serves on the Editorial Board of The Journal of Financial Planning and is a former member of the Council on Examinations of the Certified Financial Planner Board of Standards. He is a member of the AICPA and the Missouri Society of CPAs. He has written over 100 articles for publications such as The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies and Tax Adviser.
Non-Member Price $459.00
Member Price $349.00