The Best 2023 Year-End Planning Ideas & Strategies
Looming tax code changes and market losses offer low or no-risk chances to cut clients' tax burdens. Early planning ensures time to meet, evaluate and showcase your value.
Format
Webcast
NASBA Field of Study
Taxes
CPE Credits
2
Instructor
Robert S. Keebler
Availability
3 months
Product Number
WC4350758
This session offers strategies, tips and tools for year-end tax planning to reduce your client's tax liabilities, covering:
- 2023 legislative updates
- Effective bracket management with insights into rate changes
- Tax-efficient gain and loss harvesting
- Advanced Roth conversions
- Rethinking itemized deductions and charitable contributions
- Funding tax-preference accounts, like retirement plans and 529s
- Section 199A deduction changes and planning
- Year-end estate and gift planning
- Plus more!
Key Topics
- Planning ideas to minimize the 2023 tax liability for individual clients
- Planning ideas to get ahead of the sunset of TCJA
Learning Outcome
- Select the best 2023 year-end planning ideas for your clients.
- Determine ways that you can minimize the 2023 tax liability for your clients.
- Select the strategies that you’d like to discuss with your clients to get ahead of the upcoming sunset of the TCJA.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment or risk management planning services
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an [email] (mailto:pcps@aicpa.org?subject=PCPS%20membership%20check%20%20for%20webcast%20discount) and we’ll get right back to you! Or, learn more about PCPS membership!
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.