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Personal Financial Planning Update: Income Tax, Retirement and Estate Update 4173175A
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With personal financial planning issues evolving in an increasingly challenging environment, it is becoming much harder to keep up with these important and timely changes. Furthermore, with a new administration at the helm, CPAs need to be prepared for the unexpected. As a result, CPAs need to be in tune with the many new approaches required in this continually changing environment.

8/10/2017
When: 2:00 PM to 4:00 PM
Where: Webcast
CALCPA
4173175A
United States
Presenter: Jeffrey H. Rattiner
Contact: April Deneault
801-466-10294


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Curriculums:   Retirement, Pensions, Financial Planning & Ins.,Trusts and Estate Planning,Individual Tax Planning and Return Preparation

NASBA Credit Category:  Specialized Knowledge

CPE Hours:  2

Description

With personal financial planning issues evolving in an increasingly challenging environment, it is becoming much harder to keep up with these important and timely changes. Furthermore, with a new administration at the helm, CPAs need to be prepared for the unexpected. As a result, CPAs need to be in tune with the many new approaches required in this continually changing environment.

Part of the CPA’s challenge is to help clients stay on top of their goals, while managing their expectations, so they can achieve what they set out to accomplish. This session focuses on updating CPAs to the newest changes in personal financial planning as it relates to income tax, retirement and estate planning issues. It will also point out the value of Form 1040 from a financial planning perspective, including reviewing each line to ensure that you know how to address the dozens of financial planning opportunities found on Form 1040.

Materials are provided as an ebook.



Major Subjects

  • Personal financial planning process and its relevance to income tax, retirement and estate planning.
  • Income tax, retirement and estate planning concerns and solutions.

Objectives

  • Determine which financial planning strategies work best with today's income tax, retirement planning and estate planning issues.
  • Identify financial planning opportunities resulting from a review of each line item on Form 1040.

Level:  Update

Designed For

CPAs who want to identify financial planning opportunities and learn various strategies relating to income tax, retirement and estate planning issues.

Advanced Prep:

None.

Prerequisite

Knowledge or experience working on basic financial planning strategies.

Price:

Members: $60

Nonmembers: $94

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