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


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Live Virtual Seminar

8.00 Credits

Member Price $355.00

Non-Member Price $465.00


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 looking for ideas to save clients money and is continually updated for legislative developments.


  • Comprehensive coverage of the Inflation Reduction Act and the 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


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

Designed For

All accounting and finance professionals, especially those who want to provide the best up-to-the-minute tax advice.


  • 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




  • This seminar has been approved for 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. IRS credit will NOT BE issued to you unless ISCPA receives the request form.
  • NOTE: As of 11/14/23, this seminar has been switched to a live virtual format.


Leader Bios

Sali Sheafor

With over twenty years of accounting experience and licenses in Wisconsin, Minnesota, and Florida, Sali has the background and knowledge to help you understand your financial concerns. She is a detailed-oriented accountant with extensive background in small business and individual income tax preparation.

While raising her family in southwestern Wisconsin, Sali returned to college and found her forte in the field of accounting. In 2002, her career began in a small public accounting firm where she was able to work directly with the CPA that owned the firm. That CPA mentored her for 5 years while she worked through the exam and obtained her license. With that license Sali thought she wanted to pursue a career in private accounting. After a year, though, it was clear that public accounting was her only true love. She returned to public accounting, working for multiple firms of varying sizes until the time came for her to start out on her own to see where it would go. Thus, TAP Consulting, LLC was created.

Sali lives in Trempealeau, WI with her husband, Lonnie. They have two grown children, Ashley and Alex, and adore being grandparents! Community involvement has become more and more a part of her life as she serves on the boards for many area not-for-profits.

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Non-Member Price $465.00

Member Price $355.00