The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2017

Sep 28
8:00 - 4:00 p.m.

Wyndham Philadelphia-Bucks County
Feasterville-Trevose - Map

8-Tax
CPE Credits

Identify strategies that are effective following estate and gift tax reform. Hear about the options available to baby boomers as they reach retirement. Explore practical tax planning ideas that can save your clients money. Understand the changes made by PATH affecting individual taxpayers. Review post-election legislative developments.
Highlights

The best new income tax and estate planning ideas in light of tax reform
Major tax ideas for the current year
The changing Social Security landscape
Creative charitable giving strategies
Financial planning strategies
Maximizing retirement plan benefits
Using intentionally defective grantor trusts, and SCINs
How to use the whole family for tax savings
Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Registration

PICPA Member: $249
Nonmember: $349

More Information

Course No. 568200

Level: Intermediate

Prerequisites: Basic course in individual income tax, Social Security, and estate planning

Notes

Accepted for CFM, CFP®, ChFC, CLU, CMA, Insurance and IRS credits.

Speaker(s)

Edward Harter

Edward A. Harter, CPA

Subscribe to PICPA's personalized e-newsletter to receive news and events that interest you.