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2022 Best-Planning Ideas for Your Clients and Business

Description

Join a panel of leading CPA financial planners to hear how they have made or plan to make changes in their businesses. You’ll get tips and insights about strategies in tax, estate, retirement, investments, risk management, charitable planning and education planning
Also, how to respond to tax legislative changes, whether they are proposals or law and how to deepen relationships and elevate your clients’ experience.

Learning Objectives

•Strategies in tax, estate, retirement, investments, risk management, charitable planning and education planning •How to respond to tax legislative changes, whether they are proposals or law
•How to deepen relationships and elevate your clients’ experience

Major Topics

*Planning techniques for your clients *Business considerations to evolve and grow *Tax law changes relevant to individual clients

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Business & Industry
Practitioner
Practitioners
Industry
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

CPAs and other professionals who serve individuals
– Professional financial planners who provide tax, estate, retirement, investment, and risk management services
– Small and medium-sized firms

Prerequisites

Basic knowledge of tax, retirement, estate, risk management, and investment planning

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
Jan 31, 2022
1:00 pm - 3:00 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
2
Format
Webcast Replay

MEMBER


$ (% off)
$99.00

NON-MEMBER


$ (% off)
$119.00
Become A Member

Register for this Event

2022 Best-Planning Ideas for Your Clients and Business


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