Course Detail

This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)

Description:

With the biggest change to the tax code in over 30 years now upon us, tax and financial planning take on even greater importance this year. The purpose of this course is to 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!

 

SPONSORED BY: PAYCHEX

Highlights:

* The best new income tax and estate-planning ideas * Major tax ideas for the current year * The changing Social Security landscape: what it means for planning * Creative charitable giving strategies * Financial planning strategies * Maximizing retirement plan benefits * Using intentionally defective grantor trusts * Miscellaneous tax-planning techniques that can add up to significant tax savings * How to use the whole family for tax savings * Life insurance * Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Objectives:

* 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

Prerequisites:

Basic course in individual income tax, Social Security, and estate planning

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