The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2014 (IEFP00)

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REGISTRATION STATUS: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (850) 224-2727 or (800) 342-3197 if you wish to inquire about registering.

Date:Thursday, June 19, 2014
Time:8:30am - 4:30pm (Registration at 8:00am )
City:Boca Raton
Facility:Embassy Suites Boca Raton, Boca Raton
CPE Credit:8 Technical Business
Instructor: David E. Hultstrom
Vendor:Surgent McCoy CPE, LLC
Subject:Estate/Financial Planning, Taxation
Course Level:Intermediate

With higher tax rates for individuals and trusts, tax planning takes on more importance. Plus, with Social Security going bust and interest rates at an all-time low, new ideas for financial planning for 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!

Participants will learn to be aware of what individuals need to do before year-end; identify strategies that are effective following estate and gift tax reform and understand options available to baby boomers as they reach retirement in light of Social Security

Major Topics:
  • Planning opportunities and pitfalls with the new 3.8 percent tax on net investment income
  • The best new income tax and estate-planning ideas in light of tax reform
  • Major 2014 tax ideas
  • The changing Social Security landscape: what it means for planning
  • Personal residences: new ideas and strategies
  • 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
  • The changing face of family limited partnerships
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Who Should Attend:
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


Qualifies for CFP credit

FICPA Seminar EZMaterials! Instead of picking up paper manuals at the event, you’ll be able to download the EZMaterials as searchable PDFs to your laptop, tablet or other device seven days before the event. For an additional fee you may choose to purchase a hardcopy of the seminar manuals. If requested during registration at least eight days prior to the course, your hardcopy will be available for pickup at the event. Click here for more information.

Regular Price: $345 FICPA Members, $470 Non-Members

Thursday, June 19, 2014
Choose your event manual type (select only 1)
I will download the EZMaterials electronic course manual