WHY ATTEND THIS COURSE?
There are specific financial planning strategies that should be implemented at different stages of life. This program will analyze strategies that should be considered at each stage (under 40, 40–55, and 55+). It will provide ideas on effectively considering what goals are important to clients and providing tools to attain those goals. The program will consider various areas risk which can derail even the best designed plans. Special strategies for providing college education opportunities to children and grandchildren, protecting family assets and business interests, and efficiently utilizing an individual’s Basic Exclusion Amount will be discussed. Special consideration will be given to understanding Social Security, qualified retirement plans, long-term care insurance, and estate tax elections. Most CPAs grow older with their most valued clients. This program will provide focused planning information for all of those very different periods in a client’s life.
CPAs in public practice and industry seeking an update on the latest developments affecting personal financial planning. May also be suitable for public practice.
Participants will be able to:
COURSE ACRONYM: FPWC
PRESENTATION METHOD: Group-live
LEVEL OF KNOWLEDGE: Basic/Intermediate
ADVANCE PREPARATION: None
FIELD OF STUDY: Taxes
RECOMMENDED CPE CREDIT: 8 hours
SmartPros®, A Kaplan Company and Loscalzo Institute, A Kaplan Company are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.