This Year's Top Tax and Financial-Planning Ideas

Nov 12
8:00 - 11:30 a.m.

Penn State Great Valley - Main Bldg
Malvern - Map

4-Tax
CPE Credits

Understand changes to tax law affecting individual taxpayers, including income tax and estate planning for the current year. Identify effective strategies in light of estate and gift tax reform.
Highlights

Financial planning strategies, including planning with Roth and traditional IRAs, as well as qualified plans
Maximizing retirement plan benefits
Miscellaneous tax planning techniques that can add up to significant tax savings
How to use the whole family for tax savings
Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings