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Nine Tax & Financial Planning Topics That Will Make You a Hero to Your Clients (4153002E)
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"Your clients want to know if they should do a Roth conversion or when they should take their Social Security benefit. They want you to optimize their Affordable Care Act subsidy or save them from the new ACA taxes. Designed for small CPA firms or sole practitioners whose clients seek financial advice, this course will address the top tax and financial planning topics. " Formerly titled: Negotiation Programs and Methods "

1/19/2016
When: 1/19/2016
9:30 AM - 5:30 PM
Where: Webcast/Webinar
Presenter: Mark Allen, CFP, EA
Contact: April Deneault
801-834-6634


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Your clients want to know if they should do a Roth conversion or when they should take their Social Security benefit. They want you to optimize their Affordable Care Act subsidy or save them from the new ACA taxes. Designed for small CPA firms or sole practitioners whose clients seek financial advice, this course will address the top tax and financial planning topics.



Objectives:



    Recognize and identify the major financial planning and tax planning topics frequently encountered by a small tax practice.
    Determine strategies for each of the major financial planning and tax planning topics to use with clients.

      
   

Major Subjects:



    Tax basics: Marginal tax brackets, standard deduction limits, exemptions, etc.
    Social Security & Medicare planning
    Affordable Care Act planning
    Investments
    Annuities
    Life Insurance
    Roth IRAs yes, there more to learn!
    Bitcoin, DogeCoin and LiteCoin: What are these digital currencies and what do we need to know about them?
    

           

Designed For:

CPAs and financial professionals in public practice and industry who advise clients and business.

Prerequisite:  None

Advanced Prep:  None

Speaker:  Mark Allen, CFP, EA

Vendor: CalCPA

Field of Study: Taxes

Level:  Overview

CPE Credit: 8 Hours

Acronym: TFPT

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Mark Allen,CFP®, EA is The "go-to professional" specializing in tax and wealth management services for small business owners and real estate investors. Along with his Master’s degree in Financial Planning, Mark is enrolled to practice before the IRS as an Enrolled Agent, a Certified Financial Planner™ professional, California Life & Health Insurance licensed (#0G29808), and an Investment Advisor Representative with TransAmerica Financial Advisors. Mark integrates all disciplines into a holistic, client-centered approach towards maximizing your after-tax income and wealth. Currently, Mark serves as treasurer of his son's Cub Scout Pack (Pack 465). In the past he has served as a director and treasurer of the Cameron Park - Shingle Springs Chamber of Commerce. He resides with his wife and children in El Dorado Hills where he enjoys gardening, mountain biking, skiing, kayaking, and many other outdoor activities. Mark also works part-time out of the Pleasanton Wealth Management Associates office.

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