Live Stream: Best Income Tax, Estate Tax, and Financial Planning Ideas of 2017

271  |  Partner Virtual Events  |  Intermediate  |  Cancelled


With higher tax rates for individuals and trusts, tax planning takes on more importance. Plus, with Social Security going bust and interest rates at an all-time low, 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! Updated for impacts of the PATH Act of 2015.


Number of Credits Type of Credits
6.75 CLE
8 Tax


Basic course in individual income tax, Social Security, and estate planning


  • Planning opportunities and pitfalls with the 3.8-percent tax on net investment income
  • The best new income tax and estate-planning ideas in light of tax reform
  • Major 2017 tax ideas
  • 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, and SCINs
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings


  • Understand the changes made by PATH affecting individual taxpayers
  • 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


Download course material prior to event.


Member (Early Bird)
Non-Member (Early Bird)
This event has been cancelled. If you have any questions or concerns related to this event give us a call at 615-377-3825.


Dominique M. Molina, CPA, CTC

Dominique Molina is the co-founder and President of the American Institute of Certified Tax Coaches. As the driving force and visionary behind the San Diego-based company, Ms. Molina set out to change the way tax professionals approach tax planning. In 2009, Ms. Molina began to create an elite network of tax professionals including CPAs, EAs, attorneys and financial service providers who are trained to help their clients proactively plan and implement tax strategies that can rescue thousands of dollars in wasted tax. Her more than 12 years of hands-on experience in the accounting and business fields provide her with ample skills to accomplish this mission. Ms. Molina has successfully licensed tax professionals as Certified Tax Coaches across the country, creating a national network of highly qualified professionals who provide proactive service for their clients. This premier group of professionals features less than 200 specialists in 40 states who have achieved this very specialized designation.

Ms. Molina frequently appears as a tax expert and TV guest in regional television markets, including San Diego and Los Angeles. Her excellent media credentials, professionalism, and outgoing personality allow her to provide expert advice on tax issues for thousands of Southern Californians. Ms. Molina is also a published author of two books on taxation. Her latest co-authored book,”Breaking the Tax Code” , is set for release in January 2011. A frequent lecturer and speaker, Ms. Molina often teaches at PASBA conferences, and instructs continuing professional education for CPE Link and CPA Plus Network. Her website also receives thousands of visitors per month who follow her financial video blogs.

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