Using Financial Modeling to Determine the Best Techniques for Clients
Understand how and when employing sophisticated techniques for advanced financial planning strategies can benefit your clients.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1
Instructor
Robert S. Keebler
Availability
3 months
Product Number
WC4238161
Understand how your clients can benefit from sophisticated financial modeling to help with planning:
- Estates
- Charitable giving
- ROTH IRA conversions
- Income taxes
In this webcast, Bob Keebler will review a variety of tools and calculators, including:
- Excel
- Number Cruncher
- 706 software for difficult / interrelated IRC Section 2013 computations
- Vince Lackner's 6-in-1
- Larry Katzenstein's Tiger Tables
- a PV calculator
Join us to understand how these tools can benefit you and your clients.
This webcast is CFP eligible.
Key Topics
- Tools and software to model the effects of sophisticated planning strategies for clients
- Application of the tools and software to advanced planning techniques
- How the techniques are quantified to determine what is best suited for a particular client
Learning Outcomes
- Determine the best tools for modeling sophisticated planning strategies.
- Identify how to use the tool in estate and gift planning, charitable planning, Roth IRA conversion planning and income tax planning.
- Apply the tools with advanced planning concepts.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment and/or risk management planning services
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an [email] (mailto:pcps@aicpa.org?subject=PCPS%20membership%20check%20%20for%20webcast%20discount) and we’ll get right back to you! Or, learn more about PCPS membership!
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2 to 5 registrants
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