The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2017 Webcast
Sep 28 8:00 - 4:00 p.m.
Online
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.
568203
Level:
Intermediate
Prerequisites:
Basic course in individual income tax, Social Security, and estate planning
Speaker(s)
Edward Harter
Edward A. Harter, CPA
Edward A. Harter, CPA
Edward A. Harter is a general practitioner in Canton, Ohio, who provides
accounting and tax services to his clients.
Harter has been a partner in a multi-office firm with ten partners, a
one-office firm with two partners, and a sole practitioner with only one support
person. He has instructed CPE programs for 39 years and has presented CPE in all
50 states with consistent “excellent” ratings from program participants. He is
continually commended for his ability to reduce complicated tax concepts to
understandable English with his “real world” examples. In addition, he has held
a number of leadership positions in The Ohio Society of CPAs.