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PFP Update: Income Tax, Retirement and Estate Planning 2024

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2.00 Credits

Member Price $89

Non-Member Price $119

Overview

Personal financial planning issues evolve in an increasingly challenging environment where it’s harder to keep up with important and timely changes. And since changes seem to be occurring quicker than anticipated, with several recent twists, CPAs must be prepared for the unexpected and be in tune with new approaches. As a result, CPAs must challenge clients to stay focused on their goals while managing expectations and striving for realism in order to achieve objectives. We’ll focus on the newest personal financial planning changes and prepare for new opportunities related to income tax, retirement and estate planning issues. You’ll learn what you need to know in identifying critical exposures and providing appropriate solutions when working with your client in these rapidly changing and life-altering disciplines. Companion Course: PFP Update: Investment Planning and Follow-up in an Election Era 2024

Highlights

  • The personal financial planning process
  • Relevance to income tax
  • Retirement and estate planning concerns and solutions

Prerequisites

A basic understanding of income tax, retirement and estate planning issues.

Designed For

CPAs, tax practitioners, and retirement and estate planning advisers.

Objectives

  • Determine which financial planning strategies work best with today's income tax, retirement planning and estate planning issues
  • Identify financial planning opportunities resulting from a review of each line items found on Form 1040

Preparation

None

Leader(s):

Leader Bios

Jeffrey Rattiner, President & CEO, JR Financial Group, Inc.

Jeffrey H. Rattiner, CPA, CFP®, MBA, is president and CEO of The JR Financial Group, Inc., an income tax, financial planning, consulting and training holding company. His Rattiner’s Financial Planning Fast Track™, Inc., is a nationally recognized boot camp for CPAs and other financial services professionals interested in becoming Cerified Financial Planner. His investment advisory practice, Rattiner Asset Management, Inc. (RAM) practices money management through asset allocation for consumers nationwide. Web site: <A HREF=http://www.jrfinancialgroup.com“TARGET=“main”>http://www.jrfinancialgroup.com“

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Non-Member Price $119

Member Price $89