Live In-Person

This Year's Best Income Tax, Estate Tax and Financial Planning Ideas

Monday, June 2, 2025
8:30 a.m.-4:30 p.m. Central
8 CPE (8 technical) | 8 CFP | 8 IRS CE
Minnesota Society of CPAs, Bloomington

Course code: 25SR-0008
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Different tax rates for individuals and trusts make tax planning more important than ever. New legislation increases the importance of generating fresh ideas for financial planning and saving for retirement. Explore practical tax planning ideas that can save your clients money and meet their financial planning goals.

Major subjects

Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act
Changes to the lifetime estate tax exemption
Considerations when selling a principal residence
Tax benefits of HSAs
Donor Advised Funds overview
Virtual currency and digital assets
The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting
The best new income tax and estate-planning ideas
The changing Social Security landscape and what it means for retirement planning
Creative charitable giving strategies
Financial planning strategies
Maximizing retirement plan benefits
Using intentionally defective grantor trusts
Tax-planning techniques and savings strategies
Life insurance

Learning objectives

Understand life insurance for both income and estate planning
Identify strategies that are effective following estate and gift tax reform
Understand options beyond Social Security available to baby boomers as they reach retirement
Prepare for potential legislative changes to retirement and estate planning

Who should take this program?

All accounting and finance professionals, especially those who want to provide the best up-to-the-minute tax advice

Pricing

Standard Member Fee	$375.00
Standard Nonmember Fee	$475.00

MNCPA members save $100.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $475.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Firm administrators: Please log in before starting the employee registration process.