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Top Financial and Tax Planning Ideas for the New Year Logo aicpa

  Free |   AICPA |   03 Dec 2018 |   Specialized Knowledge and Applications |   AICPA Store
Who Will Benefit?
  • CPAs
  • Tax professionals
  • Financial planners
  • Other qualified professionals
Key Topics
  • Impact of TCJA on financial plans
  • Estate, retirement, risk management, investment and tax planning opportunities
Learning Objectives
  • Identify the impact of the TCJA on your clients' financial plans.
  • Identify estate, retirement, risk management, investment and tax planning opportunities to consider year-round.
  • Apply tips on encouraging clients to take action.

The monumental passing of the Tax Cuts and Jobs Act (TCJA) is resulting in historic tax reform that impacts nearly every American. With that being said, many of your clients are likely making resolutions that involve their personal financial plan as they ring in the New Year.

Now is the time for you to demonstrate your value to clients by advising them on strategies that will help shape a successful year. Join this webcast as Bob Keebler shares strategies to consider with your individual clients.

Topics covered:
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Intermediate