The need for individual tax planning has never been greater. With the near elimination of itemized deductions by the Tax Cuts and Jobs Act and the “stretch IRA” by the SECURE Act, 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 more important role. This course reviews the different types of planning and the most important planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.
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. Taking advantage of opportunities and avoiding the traps of recent developments, such as the SECURE Act.
CPAs, tax preparers, attorneys, and financial advise
Review the tax formula and recent developments, including the SECURE Act. 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.
Randy Gardner, JD, LLM, MBA, CPA, CFP ® is a professor of Tax and Financial Planning and director of the Certificate in Financial Planning program at the University of Missouri - Kansas City. He is a coauthor of several books on tax issues and is also a highly rated discussion leader.
In addition to teaching, Mr. Gardner works as a tax and financial planning consultant for several accounting firms and over 200 individual clients. He also serves on the Editorial Board of The Journal of Financial Planning and on the Board of Examiners of the Certified Financial Planner Board of Standards, and he is a member of the Missouri Society of CPAs.
Mr. Gardner earned a Bachelor of Arts degree, cum laude, from Harvard University, his JD and MBA degrees from the University of Kansas, and a Master of Law in Taxation from the University of Missouri - Kansas City.
Non-Member Price $395.00
Member Price $295.00