Memphis Account Fest: This Year's Top Tax and Financial-Planning Ideas
381 | Course | Intermediate | Scheduled
Description
With tax rates changing for individuals, estates, and trusts, tax planning has become more important than ever. As a result, practitioners must consider new ideas for financial planning and retirement. This course aims to explore practical tax planning ideas that CPAs can use to assist their clients. It is essential for CPAs who want to save their clients' money by providing them with good ideas. The course is 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
- Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE Act 2.0
- Timely coverage of breaking tax legislation
- Changes to the lifetime estate tax exemption in light of proposed regulations
- Considerations when selling a principal residence
- Tax benefits of HSAs
- A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions
- 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)
- $169.00
- Non-Member (Early Bird)
- $219.00
- Member
- $219.00
- Non-Member
- $269.00
Instructors
Pamela J. Davis-Vaughn, CPA
Pamela J. Davis-Vaughn is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Dallas, Texas.
Her teaching career started when she designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor, Texas Tech, and the University of Texas in Arlington.
Pam has over 30 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participating on the mergers and acquisitions team, and serving as the Southwest Area Employment Tax practice leader to providing tax consulting services for clients of a regional firm in Dallas, Texas.
Her experience in the private sector as CFO of a Dallas-based manufacturer servicing the telecom industry, CFO of a printing and direct mail company, and Tax and Accounting manager of a large independent oil and gas exploration firm provides her with significant insight into the challenges faced by those practicing in industry. In addition to her accounting practice, Pam has ownership in and manages an organic farm in upstate New York, a construction and excavation business in upstate New York, and a printing and direct mail business in Dallas, Texas. She has also worked in the oil fields in Kansas, Oklahoma, Arkansas, and Texas.
Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.
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