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PFP Update: Income Tax, Retirement and Estate Planning 25-26

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$129.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Fri, 08/22/2025 from 11:00 am to 1:00 pm
 Tue, 11/25/2025 from 11:00 am to 1:00 pm
 Tue, 02/03/2026 from 11:00 am to 1:00 pm
Designed For:

CPAs, tax practitioners, and retirement and estate planning advisers.

Prerequisite:

A basic understanding of income tax, retirement and estate planning issues.

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

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.