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Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2016 (IEFP)

  • Format Live Seminar
  • Credits 8
  • Level Intermediate
  • Field of Study Taxes (8)

To register for a live seminar, visit the sponsoring state society’s website.

See Locations for this Course

Overview

The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs and goals. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for post-election legislative developments.

Major Topics

  • The best new income tax and estate-planning ideas in light of post-election tax reform
  • 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, and SCINs
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • Planning for the net investment income tax and for the possibility of repeal
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Learning Objectives

  • Understand options available to baby boomers as they reach retirement in light of Social Security
  • Understand how to plan for possible changes like repeal of the estate tax and/or the net investment income tax
  • Understand how to assess and use all planning options available in a given client situation

Who should take this course:


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

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

None

Yes

Yes

No

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