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

With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. 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! Continually updated for legislative developments.

Learning 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     

-Prepare for potential legislative changes to retirement and estate planning