2021 Personal Financial Planning Conference Day 2

Description

The Personal Financial Planning Conference is a bi-annual conference for CPAs, financial planners, and business consultants to get the tools and insights needed to effectively serve your clients or plan your own retirement. This event provides strategic thoughts from nationally recognized speakers on hot topics including: The state of the economy, portfolio management, tax and estate planning.

Learning Objectives

Update CPAs on the current developments in the personal financial planning arena.

Provider
Colorado Society of CPAs
Course Level
Update
CPE Field of Study
Tax
1
Finance
3.5
Who Should Attend

CPAs in the Personal Financial Planning Arena

Instructor(s)
Various
Prerequisites

None

Advanced Preparation

None

Location
Webcast
Event Information
When
Aug 5, 2021
8:30 am - 12:35 pm MDT
Location
Webcast
Total CPE Credits
4.5
Format
Webcast

Agenda

Day 1

08/05/2021
8:30 am
Individual Tax Planning
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

Learning Objective: Attendees can learn useful tactics in order to maximize their clients’ after-tax income

Major Subjects:

  • Bracket Management with knowing when to harvest capital gains and losses
  • Substantial Sale and Income Shifting CRTs
  • The Mathematics of Roth Conversions and when to tactically use them
9:45 am
Break
9:55 am
Estate Planning
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

Learning Objective: Attendees can learn useful estate planning opportunities to help their clients with transferring wealth while limiting the amount of estate tax they would have to pay without enacting these opportunities

Major Subjects:

  • The basics of Portability and the mathematics of it
  • The strategies of Family Limited Partnerships and the benefits
  • When to use certain trusts to transfer wealth and the benefits of those trusts
11:10 am
Break
11:20 am
Best Practices Panel
Scott Sprinkle, CPA/PFS, CGMA, CFP®, Rick Simms, Mark Smith, CPA, Tyler Smith, and Dave Stevens, CPA

Have a question for this panel, please email it to tiffany@cocpa.org

MEMBER


$ (% off)
$200.00

NON-MEMBER


$ (% off)
$286.00
Become A Member

Register for this Event

2021 Personal Financial Planning Conference Day 2


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