PFP Update: Income Tax, Retirement and Estate Planning 2024

Tuesday, January 07, 2025
Webcast or Webinar, Online
1:00 PM - 3:00 PM (opens at 12:30PM) EST
2Credits

Registration is Open

Members
$89.00 Regular Price
Non-Members
$119.00 Regular Price

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$40.00 Members / $56.00 Non-Members
Course Type: Webcast
Course Code: 24/9124992
Level: Update
Vendor: California CPA Education Foundation
Field of Study: Specialized Knowledge

Overview:

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. Companion Course: PFP Update: Investment Planning and Follow-up in an Election Era 2024

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

Major Topics:

• The personal financial planning process • Relevance to income tax • Retirement and estate planning concerns and solutions

Major Topics:

• The personal financial planning process • Relevance to income tax • Retirement and estate planning concerns and solutions

Designed For:

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

Prerequisites:

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