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This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (VIRTUAL SEMINAR)

Wednesday, December 7 8:00am - 4:00pm

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Webinar

123 Webinar Way
Webinar, IA 00000

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8.00 Credits

Member Price $295.00

Non-Member Price $395.00

Highlights

  • The SECURE Act IRA and RMD changes, with a specific look at planning strategies in light of the elimination of the "stretch IRA"
  • 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
  • The best new income tax and estate-planning ideas, including items from tax reform
  • 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

Prerequisites

Basic course in individual income tax,  Social Security and estate planning

Designed For

CPAs and other business professionals

Objectives

To explore practical tax planning ideas that practitioners can use to assist clients.

Notice

  • This seminar has been approved for 8 hours of IRS CE credit for Enrolled Agents (EA) and Registered Tax Return Preparers (RTRP) with PTIN numbers. Please complete and return the request form PRIOR to the seminar if you are an EA or RTRP and would like to receive IRS CE credit. 
  • This program qualifies for 8 hours of Certified Financial Planner (CFP) CPE Credit
  • This seminar is only available via live webcast.

Leader(s):

Leader Bios

John Sherrick

John N. Sherrick is a partner of Sitrick & Associates, LLC in Bettendorf, Iowa. He prepares tax returns and financial statements for closely held companies and their owners. He also provides a variety of income tax, retirement, and estate-tax planning services for his clients. He also serves as an expert witness for business valuations and other tax and accounting issues. He is also a discussion leader for continuing education courses in the tax arena on a national level. John was recognized by the NCACPA as an Outstanding Seminar Speaker for 2013, and he is also the recipient of the 2011 James L. McCoy Discussion Leader of the Year Award as well as a Surgent Outstanding Discussion Leader Award. John has over 45 years of experience in public accounting with local firms. His experience includes a wide variety of tax and accounting issues for small businesses in a number of industries. He also has had experience in auditing and taxation of not-for-profit organizations on the local and national level. Sherrick received his Bachelor’s degree in Economics and Business Administration from Knox College in Galesburg, Illinois. He then received his Master’s degree in Accounting from the University of Iowa, in Iowa City, Iowa. He is licensed in both Iowa and Illinois and is a member of the Iowa Society of CPAs and the Illinois CPA Society.

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Non-Member Price $395.00

Member Price $295.00