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DTSTAMP:20260614T190912Z
DTSTART:20260723T150000Z
DTEND:20260723T170000Z
SUMMARY: PFP Update: Income Tax\, Retirement and Estate Planning 26-27
DESCRIPTION: 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\nDelivery Method: Individual webcastCPE Credit: 2Program Level: Update \n  
CLASS:PUBLIC
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