Multi-year Income Tax Planning in Preparation for the Sunset of TCJA (1.5 hours)

July 23, 2024 10:00am - 11:30am PDT

(Check-In 9:30am PDT )

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1.5 Credits

Member Price $94.00

Non-Member Price $118.00

Overview

The rewards for planning ahead of the TCJA sunset are enormous. This webcast will focus on multi-year income tax planning to get the best results for your clients.

Highlights

Planning for individual clients as we head into the sunset of TCJA

Tax planning ideas to guide clients through the transition

Prerequisites

Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning

Designed For

Tax professionals who serve individual clients

CPA financial planners and other professional financial planners

Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

Objectives

Identify income tax code changes scheduled by statute to occur in 2026, absent action from Congress.
Determine a framework to prognosticate changes that Congress may enact before sunset.
Select tax planning ideas to guide clients through the transition.

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!