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4.0 Credits

With tax rates for individuals, estates and trusts changing, tax planning has become more critical. CPAs must consider new ideas for financial planning and retirement. Explore practical tax planning ideas that practitioners can use to assist clients with their needs. Seminar content is continually updated for items regarding tax reform, including the 2021 stimulus bill(s).


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

Major Topics

  • The SECURE Act, including IRA and RMD changes
  • A preview of proposals outlined in The Securing a Strong Retirement Act of 2020 ("SECURE Act 2.0")
  • Major COVID-19 legislative updates, including provisions from the CARES Act, Consolidated Appropriations Act of 2021 (CAA 2021), and American Rescue Plan Act (ARPA)
  • The Biden administration's proposed American Families Plan with an emphasis on provisions that impact estate planning
  • An overview of the mechanics and practical considerations of Donor Advised Funds
  • A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions
  • An update on income tax and estate-planning ideas, including any recent changes
  • Highlights of the Tax Cuts & Jobs Act
  • Tax ideas for the current year
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings


Basic course in individual income tax and estate planning


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Monday, July 18, 2022

General Sessions