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BEGIN:VEVENT
DTSTAMP:20260505T214436
VTIMEZONE:America/Chicago
DTSTART:20260812T130000Z
DTEND:20260812T210000Z
UID:502479
SUMMARY:Surgent's Individual and Financial-Planning Tax Camp (IFCP)
LOCATION:Webinar
DESCRIPTION:Surgent's Individual and Financial-Planning Tax Camp (IFCP)\n\n08/12/26 08:00 AM CST\n - 08/12/26 04:00 PM CST\Description:\nEach year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm.  Please Note: 2026 returns are not covered in this course.  They will be covered after their issuance, as part of our spring 2027 course release.Objectives:
 Mine a tax return for tax planning with a client
 Understand the planning implications of the  current environment
 Determine the best tax strategies for retirement
 Understand tax planning for the middle-income  client
 Presenters:Dave Peters, CPA, CFP, CLU, CPCU, MST, MBAField of Study:Taxes (8)Major Topics:
 Comprehensive coverage of the One Big Beautiful Tax Bill Act
 Reading a tax return for developing client-specific tax strategies
 Changes to the lifetime estate tax exemption considering proposed regulations 
 The net investment income tax: planning for compliance
 Family income-splitting strategies that need to be considered
 Income tax issues: impact on timing of other income
 Selling a principal residence
 Two principal residences at the same time
 Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance
 Using Roth IRAs and Roth contribution programs to best advantage
 Conversions: do they still make sense?
 Taking distributions: matching timing to client requirements
 Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed
 Social Security - the latest on the looming solvency crisis
 Incentive Stock Options and Employee Stock Purchase Plan considerations
 What to do about itemized deductions
 Trans-generational planning: conversions, income, and gain-splitting
 Tax benefits of HSAs and other tax-advantaged accounts
 Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future
 Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
 Best financial planning ideas for young people
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Individual and Financial-Planning Tax Camp (IFCP)<br /><br />08/12/26 08:00 AM CST - 08/12/26 04:00 PM CST<br />Description:<br />Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm.  Please Note: 2026 returns are not covered in this course.  They will be covered after their issuance, as part of our spring 2027 course release.<br><br><b>Objectives:</b><br><ul>
    <li>Mine a tax return for tax planning with a client </li>
    <li>Understand the planning implications of the  current environment </li>
    <li>Determine the best tax strategies for retirement </li>
    <li>Understand tax planning for the middle-income  client</li>
</ul><br><b>Presenters:</b><br>Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA<br><br><b>Field of Study:</b><br>Taxes (8)<br><br><b>Major Topics:</b><br><ul>
    <li>Comprehensive coverage of the One Big Beautiful Tax Bill Act</li>
    <li>Reading a tax return for developing client-specific tax strategies</li>
    <li>Changes to the lifetime estate tax exemption considering proposed regulations&nbsp;</li>
    <li>The net investment income tax: planning for compliance</li>
    <li>Family income-splitting strategies that need to be considered</li>
    <li>Income tax issues: impact on timing of other income</li>
    <li>Selling a principal residence</li>
    <li>Two principal residences at the same time</li>
    <li>Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance</li>
    <li>Using Roth IRAs and Roth contribution programs to best advantage</li>
    <li>Conversions: do they still make sense?</li>
    <li>Taking distributions: matching timing to client requirements</li>
    <li>Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed</li>
    <li>Social Security - the latest on the looming solvency crisis</li>
    <li>Incentive Stock Options and Employee Stock Purchase Plan considerations</li>
    <li>What to do about itemized deductions</li>
    <li>Trans-generational planning: conversions, income, and gain-splitting</li>
    <li>Tax benefits of HSAs and other tax-advantaged accounts</li>
    <li>Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future</li>
    <li>Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement</li>
    <li>Best financial planning ideas for young people</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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