Year-end Personal Financial Planning in an Uncertain Environment
This webcast will provide, ideas, tips, and tools to act on before year-end to maximize your client’s financial preparedness while minimizing tax liabilities
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Instructor
Robert S. Keebler
Availability
3 months
Product Number
WC4745188
Year-end planning in 2024 is more important than ever. Looming changes to the tax code and market volatility provide excellent low-or-no-risk opportunities to help your client make financial decisions and prepare for various scenarios which may play out in 2025 and beyond. Start planning now to ensure you have the time to meet with clients, review their situation for ideas, and demonstrate your value.
This webcast will provide, ideas, tips, and tools to act on before year-end to maximize your client’s financial preparedness while minimizing tax liabilities – including topics like these and more:
- Tax planning - Bracket management, SALT planning and more
- Investment planning - Gain and loss harvesting, interest income to capital gains, loss carryforwards, oil and gas, opportunity zones
- Retirement planning - Advanced Roth conversions, defined benefit plans, funding retirement plans: DB, DC, non-deductible IRA
- Education planning - Funding tax-preference accounts: 529 accounts
- Small business planning - Section 199A deduction planning and accelerating deductions
- Charitable planning - charitable lead annuity trusts: grantor and non-grantor, CRTs and concentrated positions
- Insurance/Risk management planning - Borrowing from life insurance
- Estate planning - Year-end estate and gift planning
Key Topics
- Tax planning
- Investment planning
- Small business planning
Learning Outcomes
- Identify crucial topics to discuss with your clients this year
- Understand the variety of last minute retirement planning available
- Determine conversations to have with your client’s estate attorneys
- Discover steps to reinforce your position as your clients’ trusted advisor
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
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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