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

Nov 18
8:00 - 4:00 p.m.

Pennsylvania Institute of CPAs
Philadelphia - Map

8-Tax
CPE Credits

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

Registration

PICPA Member: $275
Nonmember: $375

More Information

Course No. 568202 Level: Intermediate

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

Notes

Accepted for CFP®, Insurance, and IRS credits.

Park for free!
Enjoy free parking at the Sonesta Philadelphia Downtown at 1800 Market St., which is located directly across the street from the PICPA. Show us your parking voucher when you check-in, and we'll give you a free parking pass. Offer expires Dec. 31, 2019