The Best Income Tax, Estate Tax, and Financial Planning Ideas
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: $285
Nonmember: $385
More Information
Course No.
568201
Level:
Intermediate
Prerequisites:
Basic course in individual income tax, Social Security, and estate planning
Notes
Accepted for CFP®, Insurance, and IRS credits.
Speaker(s)
Edward Harter
Edward A. Harter, CPA
Course No. 568201
Level: Intermediate
Prerequisites: Basic course in individual income tax, Social Security, and estate planning
Notes
Accepted for CFP®, Insurance, and IRS credits.
Edward Harter
Edward A. Harter, CPA
