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

Date: June 6, 2017 Time: 8:00 am - 3:30 pm EST Location: Columbia, MD CPE: 8 Format: In-Person + Simulcast
EVENT 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
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.
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
Review of proposed and/or actual legislation
Examination of a client’s current plan
Understanding the problems facing a client due to the changing legislation
Understanding how to find new pathways for a client’s tax, financial, and estate plan
Specific techniques based on the proposed and/or new law
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Tax
CPE FIELD OF STUDY
Taxes (8 Credits)
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
INSTRUCTOR(S)
Arthur Werner
PREREQUISITES
Basic understanding of estate and financial planning fundamentals
COURSE LEVEL
Intermediate

MACPA MEMBER


$ (% off)
$295.00
Price includes $xx early registration discount(s) - expires xx/xx

NON-MEMBER


$ (% off)
$395.00
Price includes $xx early registration discount(s) - expires xx/xx
REGISTER FOR THIS EVENT
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