This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Technical

Estate, Tax and Financial Planning - New Ideas To Address with Your CPA Logo aicpa

  Lisa Featherngill, Martin Shenkman |   Free for PFP Section Members |   AICPA |   19 Oct 2015 |   AICPA.org

Everyone must take proactive steps to protect themselves and their loved ones. The integration of all aspects of financial planning, including estate retirement, investments, insurance and tax planning is critical to achieving financial goals. This archived webcast addresses certain strategies to consider undertaking.

Topics covered:
  • Personal financial planning: Technical: Estate planning, Foundational
  • Personal financial planning: Technical: Risk management & insurance planning, Foundational
  • Personal financial planning: Technical: Investment planning, Foundational
  • Personal financial planning: Technical: Retirement planning, Foundational
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Foundational

Comments/Reflections