Helping Your Clients Understand Tax, Financial, and Estate Planning Strategies Under the Tax Reform Act

Description

This course will address new strategies that should be considered under the new administration. 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
8
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Instructor(s)
Anthony Rocca
Prerequisites
Basic understanding of estate and financial planning fundamentals
Location

Loyola University Maryland Graduate Center Columbia Campus, 8890 McGaw Rd Columbia, MD 21045-4743

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When
May 15, 2018
8:00 am - 3:30 pm
Location
Loyola University Maryland Graduate Center Columbia Campus, 8890 McGaw Rd Columbia, MD 21045-4743
Total CPE Credits
8
Format
In-Person
Instructor
Anthony Rocca

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Helping Your Clients Understand Tax, Financial, and Estate Planning Strategies Under the Tax Reform Act


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