This Year's Best Income Tax, Estate Tax and Financial Planning Ideas - VIRTUAL
Webcast Only
8.00 Credits
Member Price $400.00
Non-Member Price $450.00
Overview
VIRTUAL OPTION
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. 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 to save clients money! Continually updated for legislative developments.
Highlights
Stay current on the latest federal tax law changes, including OBBBA, SECURE 2.0, estate and retirement planning, charitable giving, digital assets, Social Security, and practical tax-saving strategies for individuals, families, and financial advisors.
Prerequisites
Basic course in individual income tax, Social Security and estate planning
Designed For
All Accounting and Finance Professionals, especially those who want to provide the best up-to-the-minute tax advice.
Objectives
After completing this class, particpants 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.
- Prepare for potential legislative changes to retirement and estate planning.
Preparation
None
Leader(s):
Leader Bios
William Taylor, AICPA
William (Bill) F. Taylor, CPA is a professional speaker and a CPA with a small tax and consulting practice. Bill is also an Adjunct Assistant Professor in the Masters of Business Administration program at the University of Mississippi. He recently retired as President of Renasant Bank in Water Valley, MS.
Bill has worked in the Accounting, employee benefit and investment fiels for over 25 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS office of KPMG Peat Marwick and managing his own firm since 1999. A nationally known consultant and speaker, Bill has conducted seminars for the American Institute of Certified Public Accountants, the American Society of Professionals and Actuaries, more than 40 state CPA and Bar associations and other organizations. He was awarded the AICPA Outstanding Discussion Leader award multiple times and the James L. McCoy Discussion Leader of the Year Award from Surgent CPE. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.
Non-Member Price $450.00
Member Price $400.00