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Surgent's Top Individual Tax Planning Strategies

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 06/17/2025 from 1:00 pm to 3:00 pm
 Thu, 07/03/2025 from 9:00 am to 11:00 am
 Tue, 07/15/2025 from 10:00 am to 12:00 pm
 Thu, 07/31/2025 from 10:00 am to 12:00 pm
 Wed, 08/20/2025 from 10:00 am to 12:00 pm
 Mon, 09/08/2025 from 1:00 pm to 3:00 pm
 Tue, 09/30/2025 from 1:00 pm to 3:00 pm
 Wed, 11/12/2025 from 1:00 pm to 3:00 pm
 Tue, 12/09/2025 from 3:00 pm to 5:00 pm
 Tue, 12/23/2025 from 9:00 am to 11:00 am
 Mon, 12/29/2025 from 10:00 am to 12:00 pm
 Currently available
Designed For:

Tax practitioners who anticipate advising individual clients regarding tax planning opportunities for 2025 and later

Prerequisite:

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

The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2025 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.


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

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

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.