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Hot Topics in Tax and Financial Planning (HTFP)

Customer Rating
Field of Study
Taxes
Level
Intermediate
Credits
4
Qualifies For
CPE



Price:  $39.99
With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. 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.

Additional information

Credits

4

Format

Self-Study Download

Company Code

Self Study

Yellow Book Approved

0

CFP Approved

0

IRS Approved

0

CTEC Approved

0

Field of Study Credits

Taxes (Technical) (4)

Field of Study Department

Taxes (Technical)

Course Version

2019-01

CPE Approved

1

Pre-requistes:

Basic course in individual income tax and estate planning

Knowledge Level:

Intermediate

Major Topics:

  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
  • Highlights of the Tax Cuts & Jobs Act including Section 199A deduction
  • Tax ideas for the current year
  • Financial planning strategies including planning with Roth and Traditional IRAs as well as Qualified Plans
  • Maximizing retirement plan benefits
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • The changing Social Security landscape: what it means for planning
  • An update on income tax and estate-planning ideas, including any recent changes

Learning Objectives:

  • Identify strategies that are effective following estate and gift tax changes
  • Understand changes to tax law affecting individual taxpayers through the present

Designed For:

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