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Webinar (CA): Personal Financial Planning Update: Income Tax, Retirement and Estate


Personal financial planning issues evolve in an increasingly challenging environment where it’s harder to keep up with important and timely changes. Now with a new administration and looking forward, CPAs must prepare for the unexpected, and be in tune with new approaches. CPAs must challenge clients to
stay focused on their goals, while managing expectations and striving for realism, in order to achieve objectives.

We’ll focus on the newest changes in personal financial planning, and preparing for new opportunities related to income tax, retirement and estate planning issues. You’ll learn what you need to know in identifying critical exposures and providing appropriate solutions when working with your client in these rapidly changing and life-altering disciplines.

Formerly titled: Personal Financial Planning Update: Income Tax, Retirement and Estate Update

Learning 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.

Major Topics

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

California CPA Education Foundation
Course Level
CPE Field of Study
Specialized Knowledge
Who Should Attend

CPAs, tax practitioners, and retirement and estate planning advisers.


Knowledge or experience working on basic financial planning strategies.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Jan 12, 2022
11:00 am - 1:00 pm MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CA): Personal Financial Planning Update: Income Tax, Retirement and Estate

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