Hot Topics in Tax and Financial Planning (HTFP)

Pre-requistes:

Knowledge Level:

Major Topics:

• Comprehensive coverage of the Inflation Reduction Act of 2022
• The SECURE Act, including IRA and RMD changes
• Considerations when selling a principal residence
• Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
• A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions
• Highlights of the Tax Cuts & Jobs Act
• An update on income tax and estate-planning ideas, including any recent changes 
• Miscellaneous tax-planning techniques that can add up to significant tax savings
• Tax benefits of HSAs
• How to use the whole family for tax savings
• Tax ideas for the current year

Learning Objectives:

• Identify strategies that are effective following estate and gift tax changes
• Understand changes to tax law affecting individual taxpayers through the present

Designed For: