The Latest Ideas in Financial Planning, Income Tax, and Estate Tax

Course Information

Title:	The Latest Ideas in Financial Planning, Income Tax, and Estate Tax
Category:	Taxation
Field of Study:	Taxes
Course Code:	M318
CPE Credits:	16.0
Price:	99.95

Description

Description:

If you are a tax professional looking for good ideas to assist clients with their needs, this course is crucial! The course will delve into why tax planning is so important (taking into account the different tax rates for individuals and trusts) and offer practical planning strategies practitioners can use to benefit clients. This year’s tax legislation, which makes generating new ideas for financial and retirement planning all the more necessary, will be covered.

Delivery Method: Online Interactive Self Study

Level: Intermediate

Prerequisites: None

Advanced Preparation: None

Course Details

Category: Taxation

Field of Study: Taxes

Passing Score: 70%

Technical Details: Taxation is a technical field of study for all states

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Objectives

Objectives:

Understand life insurance from both an income and estate planning perspective
Be aware of estate and gift tax reform and effective strategies pertaining to these changes
Prepare for potential legislative changes to retirement and estate planning, especially in light of Social Security and its implications for baby boomer clients as they reach retirement

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: IRS credit for Enrolled Agents

Profession Identifiers: CPA, EA