Tax, Financial, and Estate Planning Strategies Under the New Administration

Description

It is clear that the Internal Revenue Code will be drastically changed now that Donald Trump has won the 2016 Presidential election. 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
Professional Area of Focus
Tax
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Course Level
Intermediate
Instructor(s)
Arthur Werner
Prerequisites
Basic understanding of estate and financial planning fundamentals
Location

MACPA Columbia Center, 10280 Old Columbia Road Suite 245, Columbia, MD, United States

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When
Jun 6, 2017
8:00 am - 3:30 pm
Location
MACPA Columbia Center, 10280 Old Columbia Road Suite 245, Columbia, MD, United States
Total CPE Credits
8
Format
In-Person + Simulcast
Instructor
Arthur Werner

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Tax, Financial, and Estate Planning Strategies Under the New Administration


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