PFP Update: Income Tax, Retirement and Estate Planning 25-26
Overview
Personal financial planning issues evolve in an increasingly challenging environment where it’s harder to keep up with important and timely changes. And since changes seem to be occurring quicker than anticipated, with several recent twists, CPAs must be prepared for the unexpected and be in tune with new approaches. As a result, CPAs must challenge clients to stay focused on their goals while managing expectations and striving for realism in order to achieve objectives. We’ll focus on the newest personal financial planning changes and prepare for new opportunities related to income tax, retirement and estate planning issues. You’ll learn what you need to know in identifying critical exposures and providing appropriate solutions when working with your client in these rapidly changing and life-altering disciplines. Be sure to register for all of our PFP updates: PFP Update: Income Tax, Retirement, and Estate Planning PFP Update: Issues, Exposures, and Developing Client Strategy PFP Update: Investment Planning in This New Era
Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Update
Highlights
- The personal financial planning process
- Relevance to income tax
- Retirement and estate planning concerns and solutions
Prerequisites
A basic understanding of income tax, retirement and estate planning issues.
Designed For
CPAs, tax practitioners, and retirement and estate planning advisers.
Objectives
- Determine which financial planning strategies work best with today's income tax, retirement planning and estate planning issues
- Identify financial planning opportunities resulting from a review of each line items found on Form 1040
Preparation
None
Leader(s):
Leader Bios
Jeffrey Rattiner, JR Financial Group, Inc.
Mr. Rattiner is president of the JR Financial Group, Inc., which is a multi-purpose firm serving the financial services industry. The company has as its mission to initiate marketing opportunities for financial service organizations by targeting third-party intermediaries, such as CPAs and CFPs, and the developing and distributing product to that segment. He has been the Director of Professional Development & Corporate Sponsorship for the Institute of Certified Financial Planners. Mr. Rattiner earned his Bachelor of Business Administration (BBA) with an emphasis in Marketing Management from Bernard M. Baruch College of the City University of New York in 1981, his Master of Business Administration (MBA) in Certified Public Accounting from Hofstra University in 1983 and his Certified Financial Planner Education from New York University in 1992. He is licensed as a Certified Financial Planner (CFP) with the CFP Board of Standards in Denver, Colorado, and as a Certified Public Accountant and Insurance Broker in New York and Colorado.
Non-Member Price $129.00
Member Price $99.00