Webinar

PFP Update: Income Tax, Retirement and Estate Planning

If you have questions about this event, please call us at 952-831-2707.

---

Personal financial planning issues evolve in an increasingly challenging environment where it's harder to keep up with important and timely changes. And since changes seem to be occurring quicker than anticipated, with several recent twists, CPAs must be prepared for the unexpected and be in tune with new approaches. As a result, 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 personal financial planning changes and prepare 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. Be sure to register for all of our PFP updates: PFP Update: Income Tax, Retirement, and Estate Planning PFP Update: Issues, Exposures, and Developing Client Strategy PFP Update: Investment Planning in This New Era

Major subjects

• The personal financial planning process
• Relevance to income tax
• Retirement and estate planning concerns and solutions

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 items found on Form 1040

Who should take this program?

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

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $129.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.