BEACH RETREAT: Tax, Financial, and Estate Planning Strategies Under the Trump Administration

Description

Now that the 2016 Presidential election has ended, it is clear that the Internal Revenue Code will be drastically changed by Congress. As the Internal Revenue Code goes through changes, tax planning, financial planning, and estate planning techniques and strategies will need to be changed. In this course, the participant will learn how either proposed or actual legislative changes will affect these planning areas. Special planning circumstances (for example, single-parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients.

Learning Objectives
  1. To provide practitioners with an understanding of how proposed and/or actual changes to the Internal Revenue Code will affect the tax planning, financial planning, and estate planning techniques of their clients.
  2. To provide practitioners with ideas as to how to create and/or update their client’s tax, financial, and estate plans due as a result of the new administration’s proposals.
Major Topics
  1. Review of proposed and/or actual legislation
  2. Examination of a client’s current plan
  3. Understanding the problems facing a client due to the changing legislation
  4. Understanding how to find new pathways for a client’s tax, financial, and estate plan
  5. Specific techniques based on the proposed and/or new law
Course Level
Intermediate
Professional Area of Focus
Tax
CPE Field of Study
Taxes
4
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Instructor(s)
Arthur Werner
Prerequisites
Basic understanding of estate and financial planning fundamentals
Location

Clarion Resort Fontainebleau Hotel, 10100 Coastal Hwy, Ocean City, MD 21842, United States

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When
Jun 28, 2017
12:00 pm - 3:30 pm
Location
Clarion Resort Fontainebleau Hotel, 10100 Coastal Hwy, Ocean City, MD 21842, United States
Total CPE Credits
4
Format
In-Person
Instructor
Arthur Werner

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BEACH RETREAT: Tax, Financial, and Estate Planning Strategies Under the Trump Administration


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