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Technical

Maximize Year-Round Productivity with Leading Financial and Tax Planning Strategies Logo aicpa

  Robert Keebler, Scott Sprinkle |   Free for PFP Section Members |   AICPA |   06 May 2015 |   AICPA.org

This archived webcast is a discussion on lessons learned from tax season, the latest planning strategies in estate, tax, retirement, risk management, and investment planning opportunities that you can use to plan for your clients year-round as well as tips to help your clients to take action.

Topics covered:
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Intermediate
  • Personal financial planning: Technical: Investment planning: Process, taxation & strategies, Intermediate
  • Personal financial planning: Technical: Retirement planning: Process, taxation & strategies, Intermediate
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Intermediate
  • Personal financial planning: Technical: Charitable planning: Taxation, Intermediate

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