BEGIN:VCALENDAR
VERSION:2.0
CALSCALE:GREGORIAN
METHOD:PUBLISH
PRODID://NDCP//502505
BEGIN:VEVENT
DTSTAMP:20260505T231948
VTIMEZONE:America/Chicago
DTSTART:20260819T140000Z
DTEND:20260819T160000Z
UID:502505
SUMMARY:Surgent's Top Individual Tax Planning Strategies (ITPS)
LOCATION:Webinar
DESCRIPTION:Surgent's Top Individual Tax Planning Strategies (ITPS)\n\n08/19/26 09:00 AM CST\n - 08/19/26 11:00 AM CST\Description:\nIndividual tax planning strategies for 2026 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize these new planning strategies. Tax practitioners must know about these new changes and the planning strategies associated with them to maximize the advantages to their clients. This program will cover tax changes from 2025 that impact individuals and provide individuals with significant tax reduction opportunities for 2026. Objectives:
 Advise individual clients on tax changes and planning opportunities associated with those changes in 2026 and after
 Presenters:Mike Tucker, Ph.D., LL.M., J.D., CPALance Weiss, CPA, CVAField of Study:Taxes (2)Major Topics:
 Extension and enhancement of reduced rates and the standard deduction
 The temporary senior deduction
 Extension and enhancement of increased Child Tax Credit
 Extension and enhancement of increased estate and gift tax exemption amounts
 Contributions to ABLE accounts and benefitting from the Saver’s Credit
 Increased SALT deduction
 Deduction for car loan interest
 Using Trump Accounts
 Extension and enhancement of paid family and medical leave credit
 Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit
 Tax credit for contributions of individuals to scholarship granting organizations
 Additional expenses treated as qualified higher education expenses for purposes of 529 accounts
 Individual charitable contributions
 Health savings account related tax changes
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Top Individual Tax Planning Strategies (ITPS)<br /><br />08/19/26 09:00 AM CST - 08/19/26 11:00 AM CST<br />Description:<br />Individual tax planning strategies for 2026 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize these new planning strategies. Tax practitioners must know about these new changes and the planning strategies associated with them to maximize the advantages to their clients. This program will cover tax changes from 2025 that impact individuals and provide individuals with significant tax reduction opportunities for 2026. <br><br><b>Objectives:</b><br><ul>
    <li>Advise individual clients on tax changes and planning opportunities associated with those changes in 2026 and after</li>
</ul><br><b>Presenters:</b><br>Mike Tucker, Ph.D., LL.M., J.D., CPA<br>Lance Weiss, CPA, CVA<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Extension and enhancement of reduced rates and the standard deduction</li>
    <li>The temporary senior deduction</li>
    <li>Extension and enhancement of increased Child Tax Credit</li>
    <li>Extension and enhancement of increased estate and gift tax exemption amounts</li>
    <li>Contributions to ABLE accounts and benefitting from the Saver&rsquo;s Credit </li>
    <li>Increased SALT deduction</li>
    <li>Deduction for car loan interest</li>
    <li>Using Trump Accounts</li>
    <li>Extension and enhancement of paid family and medical leave credit</li>
    <li>Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit</li>
    <li>Tax credit for contributions of individuals to scholarship granting organizations</li>
    <li>Additional expenses treated as qualified higher education expenses for purposes of 529 accounts</li>
    <li>Individual charitable contributions</li>
    <li>Health savings account related tax changes</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
BEGIN:VALARM
TRIGGER:-PT5M
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR