There have been many tax law changes in recent years, and they have profound effects on financial planning and tax strategy, estate planning and investment management. We now face additional changes in the proposal being considered by Congress. Explore the impact of these changes and the implications to your financial planning.
DESIGNED FOR
CPAs in tax, business and industry, but also for CPAs’ personal finances
BENEFITS
Receive an overview of financial planning considerations and updates on financial planning implications of recent tax legislation.
HIGHLIGHTS
This session will cover the following topics:
- Financial planning considerations
- Tax Cuts and Jobs Act
- SECURE Act
- Proposed legislative tax changes
- Roth conversions
- Asset allocation and portfolio construction
- Health savings accounts
- Estate planning considerations
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None