Knoxville Account Fest: This Year's Top Tax and Financial-Planning Ideas

447  |  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
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Instructors

William F. Taylor, CPA

Bill is President of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS. he has served as an Adjunct Assistant Professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS office of KPMG Peat Marwick and managing his own firm since 1999.

A nationally known consultant and speaker, Bill has conducted seminars for the Association of International Certified Professional Accountants, the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations and other organizations. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications. Bill has been the recipient of the Association's Outstanding Facilitator Award on multiple occasions.

Back to Instructors