Back to Search

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

When
Aug. 29
8:00 a.m. - 4:00 p.m.

Where
Pennsylvania Institute of CPAs
Philadelphia - Map it

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $275 | Nonmember: $375

CLE Credit Add-On: $50


 More Information

Course No.
568200
Level
Intermediate
Prerequisites
Basic course in individual income tax, Social Security, and estate planning
Note
Accepted for CFP®, Insurance, and IRS credits.

Description

Explore practical tax and financial planning ideas to help your clients save money. Identify strategies that are effective following estate and gift tax reform. Hear about the options available to baby boomers as they reach retirement. Understand life insurance for both income and estate planning.

Highlights

  • The best new income tax and estate planning ideas, including the Trump plan
  • 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
  • How to use the whole family for tax savings
  • Life insurance
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

This course is also available as a webcast.



Speaker(s)

Michael W. Valenti, CPA
Tax Manager
Radnor Financial Advisors LLC

Michael specializes in tax planning and compliance for high-net-worth individuals, and oversees the day-to-day operations of the tax department.

Prior to joining Radnor Financial Advisors, Michael worked in KPMG’s International Executive Services tax practice, and in the tax department at SunGard Data Systems.

Michael received both his Masters and Bachelor of Science degrees in Accounting from Penn State University.

2/2018

 


You May Also Like

The Best Individual Income Tax Update Course
Nov. 20 | Philadelphia
Get a thorough understanding of recent individual income tax updates, including new strategice and tactics in light of tax reform. Understand the most current guidance on retirement planning. ...
Investment Selection: Stocks, Funds, and Bonds
Aug. 11 | Cranberry
Understand the basics of investing. Review investing in individual stocks, mutual funds, exchange-traded funds, hedge funds, bonds, and undervaluation and overvaluation. Learn how to conduct risk analysis, market analysis, industry ...
Maximizing Your Social Security Benefits
Sept. 30 | Malvern
Identify who is entitled to retirement benefits and in what amounts. Summarize the factors one must consider in determining when to take benefits. Discuss the taxation of Social Security benefits ...