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Technical

New Tax Laws, Private Letter Rulings, and Court Cases (2nd quarter 2015 update) Logo aicpa

  Robert Keebler |   Free for PFP Section Members |   AICPA |   26 Jun 2015 |   AICPA.org

Bob Keebler recaps Private Letter Rulings and case law that occurred in the first quarter of 2015 that may impact strategies used with your tax and personal financial planning clients.

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

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