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The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2015 (IEFP)
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With higher tax rates for individuals and trusts, tax planning takes on more importance. Plus, with Social Security going bust and interest rates at an all-time low, new ideas for financial planning for retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money!

9/16/2015
When: 9/16/2015
7:00 AM - 3:00 PM
Where: Webcast/Webinar
Presenter: Robert Barnhill, III, CPA/PFS, CFP, JD, MBA
Contact: April Deneault
801-834-6634


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With higher tax rates for individuals and trusts, tax planning takes on more importance. Plus, with Social Security going bust and interest rates at an all-time low, new ideas for financial planning for retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money!

 

Objectives:

* Be aware of what individuals need to do before year-end * Identify strategies that are effective following estate and gift tax reform * Understand options available to baby boomers as they reach retirement in light of Social Security


 

Major Subjects:

* Planning opportunities and pitfalls with the new 3.8-percent tax on net investment income * The best new income tax and estate-planning ideas in light of tax reform * Major 2015 tax ideas * The changing Social Security landscape: what it means for planning * Creative charitable giving strategies * Financial planning strategies * Maximizing retirement plan benefits * Using intentionally defective grantor trusts, and SCINs * Miscellaneous tax-planning techniques that can add up to significant tax savings * How to use the whole family for tax savings * Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
 

Designed For:

All practitioners, especially those who want to provide the best up-to-the-minute tax advice

 

Prerequisite:

Basic course in individual income tax, Social Security, and estate planning

 

Advanced Prep: None

  

Speaker: Jack Surgent, CPA

Vendor: Surgent McCoy

Field of Study: Taxes (8)

Level: Intermediate

CPE Credit: 8 Hours

Acronym: IEFP

 

Registration Fees:

$219

Register Here

 


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