Surgent's Top Individual Tax Planning Strategies (ITPS)
Date/Time
7/5/2024
12:00 PM - 2:00 PM Central
12:00 PM - 2:00 PM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event Description
The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2024 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.
Objectives:
Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Edward Renn, Esq.
Field of Study:
Taxes (2)
Major Topics:
Objectives:
- Advise individual clients on tax changes and opportunities in 2024 and after
Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Edward Renn, Esq.
Field of Study:
Taxes (2)
Major Topics:
- New Clean Vehicles (CV) and the Clean Vehicle Credit
- What the CV seller must provide to the buyer
- Credit for previously owned CVs
- Energy efficient home improvement credit
- Increase in age for required beginning date for RMDs
- Reduction in excise tax on RMD failures
- Indexing IRA catch-up limit
- Higher catch-up limit to apply at age 60, 61, 62 and 63
- Withdrawals for certain emergency expenses
- Qualifying longevity annuity contracts (QLACs)
- One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation
Location
Webinar
Outlook/vCalendar/Google
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| 7/5/2024 |    |
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