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This Year's Best Income Tax, Estate Tax & Financial Planning Ideas

  December 6, 2018 from 8:00 a.m. to 3:30 p.m.
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Designed For:

Understand life insurance for both income and estate planning Identify strategies that are effective following estate and gift tax reform Understand options available to baby boomers as they reach retirement in light of Social Security


A basic course in individual income tax, Social Security and estate planning

With different tax rates for individuals and trusts, tax planning takes on more importance. Plus, with Social Security going bust and interest rates at an all-time low, new ideas for financial planning for retirement must be considered. Explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money!

Delivery Method: Group-live
CPE Credit: Taxes
Program Level: Intermediate