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Surgent's Top Individual Tax Planning Strategies

  • 12/13/2022
  • 1:00 PM - 3:00 PM
  • ITPS-2022-01-WEBNR-347-01

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It is unclear at the beginning of 2022 whether this year will see major tax changes or not. To a large extent, this depends on President Biden’s ability to shepherd changes originally part of the Build Back Better Act through Congress. If this does not prove to be the case, then 2022 will be marked more by the repeal of major changes enacted as part of attempts to stabilize the economy due to the COVID pandemic. Many taxpayers may use 2022 to plan for the eventual enactment of part or whole of the tax changes contained within the Build Back Better Act.

Major Topics:

  • Accelerate gifts of appreciated property before the end of 2022
  • Evaluate existing estate plans in anticipation of a reduction in the transfer tax exemption
  • Sell appreciated capital assets in 2022
  • Cash out of carried interest positions before such positions are taxed as ordinary income
  • Take advantage of Section 1031 exchange opportunities in 2022
  • Maximize contributions to IRAs and qualified retirement plans
  • Consider making a Roth IRA conversion in 2022
  • Consider investing in Series I Savings Bonds
  • Evaluate Social Security payment options

Objectives:

  • Advise individual clients on implementing tax planning strategies in 2022
Designed for: Tax practitioners who anticipate advising individual clients regarding tax planning opportunities for 2022

    Level: Basic

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

    CPE Credits: 2

    Area of Study: Taxes (2)

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


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