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

Description

Personal financial planning issues evolve in an increasingly challenging environment where it’s harder to keep up with important and timely changes. 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. An examination of Form 1040 line-by-line from a financial planning perspective, will provide dozens of opportunities. In particular, those with an emphasis on retirement and estate planning strategies.
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

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

Provider
California CPA Education Foundation
Course Level
Update
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

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

Instructor(s)
Jeffrey Rattiner
Prerequisites

Knowledge or experience working on basic financial planning strategies.

Advanced Preparation

None

Location
Webinar
Register Now
When
Nov 9, 2020
11:30 am - 1:30 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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


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