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This Year's Best Income Tax, Estate Tax, And Financial- Planning Ideas (IEFP00)

 
Date:Thursday, June 7, 2018
Time:8:30am - 4:30pm
(Registration at 8:00am )
Facility:Crowne Plaza Fort Lauderdale, Fort Lauderdale
CPE Credit:8.0 Technical Business
Instructor: Scott Emerson
Vendor:Surgent McCoy
Course Level:Intermediate
Early Bird Price:$295.00 FICPA Members, $420.00 Non-Members
Regular Price:$350.00 FICPA Members, $475.00 Non-Members on 5/8/2018

Description:
With different 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-panning 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.


Objectives:
Participants will be able to:
  • Understand life insurance for both income and estate planning 
  • Identify strategies that are effective following estate and gift tax reform
  • Understand options available to baby boomers as they reach retirement in light of Social Security


Major Topics:
Topics of discussion will include:
  • The best new income tax and estate-planning including the Trump plan
  • Major tax ideas for the current year
  • 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
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • Life insurance
  • 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


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


Advanced Preparation:
None


Note:
Qualifies for CFP and Enrolled Agent credit 
 
FICPA 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.

Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.