The middle of the year presents a unique opportunity to identify tax-saving strategies before year-end planning becomes compressed by deadlines and filing obligations.
This course, recorded on June 30th, 2026, and presented by Doug Stives, CPA, MBA, explores practical approaches to reviewing estimated tax payments, withholding elections, retirement distributions, Roth conversion opportunities, Net Investment Income Tax exposure, and business tax planning considerations.
Participants will examine planning opportunities involving QBI deductions, self-employment tax minimization, capital gain management, charitable giving techniques, estate planning strategies, beneficiary designations, and current IRS enforcement initiatives.
The course also addresses legislative proposals under consideration and discusses how potential tax law changes may affect planning conversations with individuals, investors, retirees, and business owners.
Designed for experienced tax professionals seeking to strengthen advisory services and enhance client value, this course provides actionable insights that can be applied immediately.
Learning Objectives
After completing this course, participants will be able to:
- Analyze estimated tax payment requirements and safe harbor provisions.
- Evaluate planning opportunities involving NIIT and self-employment tax exposure.
- Identify strategies involving Roth conversions and retirement planning.
- Apply planning concepts related to QBI deductions and business income.
- Evaluate charitable giving and capital gain planning opportunities.
- Recognize estate planning issues involving trusts, wills, and beneficiary designations.
- Identify IRS audit and enforcement areas receiving increased scrutiny.
- Assess the potential impact of emerging tax legislation on client planning.
This course counts for 2 Hours of Federal Tax Law for IRS Continuing Education.
What advanced tax planning topics are covered in this course?
The course explores Net Investment Income Tax (NIIT) planning, self-employment tax considerations, Qualified Business Income (QBI) deductions, capital gain planning, Roth conversions, charitable giving strategies, and estate planning opportunities.
Does this course discuss business tax planning?
Yes. Participants will review planning strategies involving LLCs, S corporation elections, self-employment tax reduction opportunities, and business income considerations.
Will I learn about NIIT planning?
Yes. The course examines NIIT thresholds, income subject to NIIT, and planning opportunities that may help reduce exposure to the tax.
Does the course discuss charitable planning strategies?
Yes. Participants will review charitable deduction rules, Qualified Charitable Distributions (QCDs), bunching strategies, and recent charitable deduction changes.
Will IRS enforcement priorities be covered?
Yes. The course reviews current IRS focus areas, audit trends, payroll tax issues, digital asset reporting concerns, and other areas receiving increased scrutiny.
Does this course discuss potential tax law changes?
Yes. The course includes a discussion of legislative proposals and tax policy developments that may impact future 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.
