Description
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.
Required Knowledge: Basic course in individual income tax, Social Security, and estate planning
Advanced Preparation: None
Who Should Attend: All Accounting and Finance Professionals, especially those who want to provide the best up-to-the-minute tax advice
Objective
* Understand life insurance for both income and estate planning * Identify strategies that are effective following estate and gift tax reform * Understand options available to baby boomers as they reach retirement in light of Social Security * Prepare for potential legislative changes to retirement and estate planning
Credit Types
- Taxes: 8
Event Speaker(s)
Registration Fees
| Registration | Type | Price |
|---|---|---|
| Surgent: Live Online (8 hours) | Members | $295.00 |
| Surgent: Live Online (8 hours) | Non Members | $500.00 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.