Live Stream: Best Income Tax, Estate Tax and Financial-Planning Ideas
264 | Livestream | Intermediate | Scheduled
Description
With different tax rates for individuals and trusts, tax planning takes on more importance. New ideas for financial planning for retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 8.00 | Taxes |
| 8.00 | CFP |
| 6.75 | CLE |
Designed For
All practitioners, especially those who want to provide the best up-to-the-minute tax advice.
Prerequisites
Basic course in individual income tax, Social Security, and estate planning
Highlights
- The best new income tax and estate-planning ideas, including items from tax reform
- Highlights of the Tax Cuts and Jobs Act including the Section 199A deduction
- Major tax ideas for the current year
- The changing Social Security landscape: what it means for planning
- Creative charitable giving strategies
- Financial planning strategies
- Maximizing retirement plan benefits
- Using intentionally defective grantor trusts
- Miscellaneous tax-planning techniques that can add up to significant tax savings
- How to use the whole family for tax savings
- Life insurance
- Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
Objectives
- Understand life insurance for both income and estate planning
- Identify strategies that are effective following estate and gift tax reform
- Understand options available to baby boomers as they reach retirement in light of Social Security
Prices
- Member (Early Bird)
- $295.00
- Non-Member (Early Bird)
- $395.00
- Member
- $295.00
- Non-Member
- $395.00
Instructors
Michael E. Reilly, CPA
Michael E. Reilly, CPA, is a sole practitioner with offices in West Chester, PA. In addition to maintaining his practice, Mr. Reilly has been an adjunct professor at several colleges and was a visiting professor of Economics and Business at Lafayette College. He was also the CFO for a large insurance agency in Delaware County, PA, and was a licensed insurance agent in Pennsylvania.
Mr. Reilly earned his bachelor's degree in business administration with an accounting concentration from Temple University and his master of taxation degree from Villanova University School of Law. He also holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) certifications.
In 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills.
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