IEFP
THE BEST INCOME TAX, ESTATE TAX, AND
FINANCIAL-PLANNING IDEAS OF 2007

The purpose of the 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!

Major topics include:
  • The best new income tax and estate-planning ideas
  • The changing social security landscape: what it means for planning
  • Personal residences: new ideas and strategies
  • Creative charitable giving strategies
  • Financial planning strategies
  • Life insurance trusts and viatical settlements
  • Maximizing retirement plan benefits
  • Using intentionally defective grantor trusts, and SCINs
  • What to do if private annuities are changed by the new regulations
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • What about Roth contribution programs?
  • The changing face of family limited partnerships
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Designed for: All practitioners, especially those who want to provide the best up-to-the-minute tax advice.

Level of knowledge: Intermediate

Field of study: Taxes