Successful tax planning doesn't happen in April; it happens throughout the year.
This course, recorded on June 30th, 2026, and presented by Doug Stives, CPA, MBA, is a practical mid-year review of planning opportunities and tax developments that may affect clients for the remainder of the year.
This course covers withholding reviews, estimated tax planning, NIIT considerations, self-employment tax strategies, Roth conversion analysis, charitable giving opportunities, capital gain planning, and retirement account considerations.
Participants will also review important estate planning topics, including wills, powers of attorney, health directives, beneficiary designations, gifting strategies, trusts, and 529 plan developments. In addition, the course examines current IRS priorities, audit activity, and legislative proposals that may influence future planning decisions.
You’ll gain practical insights that can help strengthen client relationships, improve planning conversations, and identify opportunities before year-end.
Learning Objectives
After completing this course, participants will be able to:
- Review withholding and estimated tax strategies for individual taxpayers.
- Recognize common NIIT and self-employment tax planning opportunities.
- Identify retirement and Roth conversion considerations.
- Evaluate gifting, charitable giving, and capital gain planning strategies.
- Discuss beneficiary reviews and estate planning considerations.
- Understand recent developments involving 529 plans and education planning.
- Recognize IRS enforcement priorities and audit trends.
- Identify planning opportunities that can improve client outcomes.
This course counts for 2 Hours of Federal Tax Law for IRS Continuing Education.
Frequently Asked Questions
Who can benefit from this course?
This course is designed for tax professionals who want to strengthen their tax planning knowledge and better serve clients throughout the year.
What planning topics are included?
Topics include withholding reviews, estimated tax payments, retirement planning opportunities, estate planning considerations, beneficiary reviews, charitable giving strategies, 529 plans, and current tax developments.
Will this course help me better advise clients?
Yes. The course focuses on practical planning conversations and opportunities that often arise after tax season and before year-end.
Does the course discuss education and retirement planning?
Yes. Participants will review 529 plan developments, Roth conversion considerations, retirement distributions, and beneficiary planning strategies.
Are estate planning topics included?
Yes. The course discusses wills, powers of attorney, health directives, trusts, gifting strategies, and beneficiary designations.
Will the course cover current tax law developments?
Yes. Participants will review recent tax updates, IRS priorities, and potential legislative changes that may affect future tax planning decisions.
About the Presenter:
Doug Stives is considered a worldwide leader in public and management accounting by AICPA & CIMA. He is a CPA, MBA, and recently retired professor of Accounting at Monmouth University and a professional speaker at many organizations and conferences. Doug was honored as Monmouth's Outstanding Business Professor of the Year in 2009, 2016, and 2024 and was awarded an Outstanding Educator award in 2021 by the New Jersey Society of CPAs. Frequent media exposure includes The Wall Street Journal and other national publications and television, including CNN, CNBC, PBS, NBC, Fox, CBS, ABC, and several cable networks. Doug was once dubbed as the "Most Tax Efficient Man in America" by the Wall Street Journal.
