Webcast: Personal Financial Planning Update: Income Tax, Retirement and Estate Update (XCPFPUTX17)
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With personal financial planning issues evolving in an increasingly challenging environment, it is becoming much harder to keep up with these important and timely changes. Furthermore, with a new administration at the helm, CPAs need to be prepared for the unexpected. As a result, CPAs need to be in tune with the many new approaches required in this continually changing environment.

 Export to Your Calendar 8/10/2017
When: 08/10/2017
3:00 PM until 5:00 PM
Where: Webcast
CALCPA
4173175A
United States
Presenter: Jeffrey H. Rattiner


Online registration is available until: 8/8/2017
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Acronym XCPFPUTX17
CPE 2 hours
Vendor CalCPA
Category
Specialized Knowledge
Level Update
Prerequisite Knowledge or experience working on basic financial planning strategies.
Adv Prep None
Yellow Book? No
Designed for CPAs who want to identify financial planning opportunities and learn various strategies relating to income tax, retirement and estate planning issues.
Registration
Member $60
CPA Non-Member $94

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

With personal financial planning issues evolving in an increasingly challenging environment, it is becoming much harder to keep up with these important and timely changes. Furthermore, with a new administration at the helm, CPAs need to be prepared for the unexpected. As a result, CPAs need to be in tune with the many new approaches required in this continually changing environment.

Part of the CPA’s challenge is to help clients stay on top of their goals, while managing their expectations, so they can achieve what they set out to accomplish. This session focuses on updating CPAs to the newest changes in personal financial planning as it relates to income tax, retirement and estate planning issues. It will also point out the value of Form 1040 from a financial planning perspective, including reviewing each line to ensure that you know how to address the dozens of financial planning opportunities found on Form 1040.

Materials are provided as an ebook.

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 item on Form 1040.

Major Topics

  • Personal financial planning process and its relevance to income tax, retirement and estate planning.
  • Income tax, retirement and estate planning concerns and solutions.