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Practical Planning Strategies for the Mass Affluent in 2022

Description

Join this webcast to: – Understand how congressional proposals could affect your clients; Review tried-and-true tactics for retirement, charitable, investment, tax and estate planning; Learn insights and strategies about Roth conversions, pensions and profit-sharing; And much more

Learning Objectives

•Identify the latest laws and proposals that affect your mass affluent clients. •Determine the most important and time-sensitive planning strategies for your clients with $100,000 to $500,000 of annual income. •Recognize the tax, retirement, estate, investment, education, and charitable techniques to provide value to 99% of your clients.

Major Topics

*The Build Back Better Act *The role of donor-advised funds for the mass affluent *529 college plans for children and grandchildren *Roth conversion insights and strategies *Gain and loss harvesting strategies *How charitable remainder trusts will become the leading 2022 strategy for large gains

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Business & Industry
Practitioner
Practitioners
Industry
CPE Field of Study
Specialized Knowledge
1
Taxes
0.5
Who Should Attend

CPAs, accountants and finance professionals; Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

Instructor(s)
Robert Keebler
Prerequisites

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

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
Feb 14, 2022
1:00 pm - 2:30 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
1.5
Format
Webcast Replay

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$79.00

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$99.00
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Practical Planning Strategies for the Mass Affluent in 2022


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