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101 Tax Planning Ideas 25-26

 Various
 
8.0
Registration is Open
Member Price
$329.00 Regular Registration
Your Price
$439.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 08/19/2025 from 9:00 am to 4:30 pm
 Tue, 08/19/2025 from 11:00 am to 6:30 pm
 Wed, 11/19/2025 from 9:00 am to 4:30 pm
 Wed, 11/19/2025 from 11:00 am to 6:30 pm
 Tue, 01/06/2026 from 9:00 am to 4:30 pm
 Tue, 01/06/2026 from 11:00 am to 6:30 pm
Designed For:

CPAs, tax preparers, attorneys and financial advisers.

Prerequisite:

None

The need for individual tax planning has never been greater. With the 2024 elections and 2026 around the corner, individuals will look to their personal goals and the tax formula as they develop their plans. Exclusions from income, above-the-line deductions, and credits will play a critical role for the next two years, but the return of itemized deductions, exemption deductions, and higher tax rates is coming soon. This course reviews the different types of planning and essential planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Overview

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Review the tax formula and recent developments, including the Inflation Reduction Act and SECURE Act 2.0
  • Describe and illustrate the different types of planning and frequently used techniques
  • Review tax strategies from the areas of education, retirement, investment, and estate planning

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.