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Surgent's Top Individual Tax Planning Strategies

  • 10/05/2021
  • 12:00 PM - 2:00 PM
  • ITPS-2021-01-WEBNR-278-01


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The Tax Cuts and Jobs Act (TCJA) contains provisions that when properly implemented allow the individual taxpayer to reduce his or her tax liability. The SECURE Act changed many of the rules dealing with Individual Retirement Accounts (IRAs). This program focuses on certain tax strategies that allow the individual taxpayer to reduce his or her tax liability based on the TCJA and IRS notices and regulations issued over the last three years and also discusses individual planning strategies relating to IRAs.


  • Advise individual clients on implementing new tax planning strategies that result from the Tax Cuts and Jobs Act and the SECURE Act
Topics Discussed:
  • IRA changes that impact individual tax planning
  • Election to use the interest tracing rules rather than be limited under the mortgage interest deduction limitation
  • Transfer property to younger family members while the enlarged transfer tax exemption remains in place
  • Rollover 529 plan balances into ABLE Programs
  • Take advantage of 529 plans to fund pre-college education expenses on a tax-advantaged basis
  • Negotiate or renegotiate separation agreements and divorce decrees in light of the changes in the tax rules governing the deductibility of alimony payments
Designed for: Tax practitioners who anticipate advising individual clients regarding tax planning opportunities that result from changes brought about by the Tax Cuts and Jobs Act

Level: Basic

Instructor: Mike Tucker, Ph.D., LL.M., J.D., CPA

CPE Credits: 2

Area of Study: Taxes (Technical) (2)

Prerequisite: A basic understanding of the tax rules relating to individual income tax

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