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This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas

ID: 58531
Tuesday December 19, 2023 8:30AM - 4:30PM
Topics: Tax
Save 12% until 11/21/2023

With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.

Major Topics

  • Comprehensive coverage of the Inflation Reduction Act andthe SECURE Act 2.0
  • Timely coverage of breaking tax legislation
  • Changes to the lifetime estate tax exemption in light of proposed regulations
  • Considerations when selling a principal residence
  • Tax benefits of HSAs
  • 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
  • The best new income tax and estate-planning ideas
  • The changing Social Security landscape: what it means for planning
  • Creative charitable giving strategies
  • Financial planning strategies
  • Maximizing retirement plan benefits
  • Using intentionally defective grantor trusts
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • Life insurance
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Learning Objectives

  • Understand life insurance for both income and estate planning
  • Identify strategies that are effective following estate and gift tax reform
  • Understand options available to baby boomers as they reach retirement in light of Social Security
  • Prepare for potential legislative changes to retirement and estate planning


John Kilroy
Updated 12.4.19 - MW "John Kilroy, CPA, CFP(R) John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as the preparation of tax returns for individuals, corporations, partnerships, estates and trusts. John is a CPA and a CFP(R) practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a Board Member of the Philadelphia Tri-State chapter and on its education and finance committees. John is as an adjunct faculty member for the Temple University Certificate of Financial Planning Program. John is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, and He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets. "