This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas
With different tax rates for individuals and trusts, tax planning takes on more importance. Plus with Social Security uncertainty 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! Continually updated for legislative developments.
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.
All practitioners, especially those who want to provide the best up-to-the-minute tax advice.
Applicable if you are a NVCPA member in good standing.
Applicable if you are not a NVCPA member.
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