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Webinar (AICPA): 2022 Year-End Planning: Responding to Midterm Elections and the Inflation Reduction Act


Your year-end playbook (bold)

The Inflation Reduction Act, additional legislation in the pipeline, and the midterm elections will have significant planning implications for your clients.

In addition, market activity is opening far-reaching opportunities.

To help your clients capitalize on this year’s activity, you’ll need to brush up on how to minimize their tax liabilities by harvesting gains and losses, making favorable Roth conversions, gifting assets to trusts, and more.

Attendees will also learn about:
– Tax policy and planning ideas in relation to Tax Cuts and Jobs Act (TCJA)
– Rethinking itemized deductions
– Funding tax-preference accounts
– Charitable contributions
– Opportunity zone investments
– Section 199A deduction planning
– Using trusts to create additional income taxpayers
– Year-end estate and gift planning
– Alternative valuation date elections

Learning Objectives

•Identify how midterm elections and the Inflation Reduction Act affect year-end planning for your clients.

Major Topics

*financial planning strategies relevant to the current environment to ensure that you provide clients with best advice for their year-end planning

AICPA - Durham
Course Level
CPE Field of Study
Specialized Knowledge
Who Should Attend

tax professionals who serve individual clients

Robert Keebler

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

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Nov 17, 2022
11:00 am - 1:00 pm MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (AICPA): 2022 Year-End Planning: Responding to Midterm Elections and the Inflation Reduction Act

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