Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss how to help clients build after-tax wealth by talking about the different IRAs, stating the rules related to contributions and distributions and highlighting the effect of the recent tax law changes on the planning process. Discussion Leader: David Peters
PPP Current Developments (LITX73)
The employee retention credit, arguably the most stunning of all recent Congressional COVID relief is also among the most complex. Its interaction with PPP loans is a mystery to many. This session unlocks understanding of each. Discussion Leader: Bradley P. Burnett
Fringe Benefits – Current Developments & Planning Ideas (LITX74)
Review of how popular fringe benefit programs have been affected by recent changes to income tax rules responding to COVID Pandemic. Short course will also suggest some options for providing owner/employees with “tax-free” benefits. Discussion Leaders: Karen Davis and E. Lynn Nichols
Retirement Planning & Wealth Management (LITX81)
The COVID-19 Pandemic changed pre-retirees’ lives dramatically. Income decreases and job insecurity were coupled with fewer travel and leisure expenditures. Children from Kindergarten through college endured virtual learning, complicating the wage-earners’ lives. Disruptions in the form of deaths, disabilities, and divorces were multiplied by COVID. As the United States gets the upper hand on the pandemic, you will help your clients resume life as they knew it, or advance into another phase of living. Join Scott Wells, CFP(R), in exploring alternative retirement scenarios for your clients. Discussion Leader: J. Scott Wells
Conservation Easement Charitable Contributions (LITX80)
The IRS is attacking partnerships that make conservation easement donation to charities in many ways, such as labeling them as “listed transactions”, launching a compliance campaign, seeking a permanent injunction, including them in the “dirty dozen” list, and more. This presentation, by an attorney who is currently defending hundreds of easement disputes, explains the rules related to conservation easement donations, support by Congress for corresponding tax enticements, and 20 recent IRS enforcement actions, most of which are unknown by the public. Discussion Leader: Hale Sheppard
PPP Cases and Examples Choosing the Right Covered Period and Filling Out the Form (LITX36)
A comprehensive 2022 Income tax update, Eight subjects with eight experts.
