Skip to main content
Go
Featured Event
International Tax Lunch: Form 8621: How Foreign Mutual Funds are Taxed and Reported Webcast | 4173390A
April 20, 2018
Webcast
Add to Cart
Learn More
Remember Me?
Magazine
Browse Articles
Current Edition
Archives
Events
Search
Facebook
Twitter
LinkedIn
Log In
Cart
Chapter Events
Find CPE
Donate
Join
Help
Login
Redirecting to cart, please wait...
has been added to the cart.
You have
items(s) in your cart.
Menu
My Account
Overview
My Profile
My Events
My Webcasts
My Self Study
My CPE Tracker
My Certificate of Completion
My Communication Preferences
My Transactions / Discounts
My Dues
My Committees
Members
Overview
My Account
Who We Are
Renew
Benefits
Chapters
CPA Career Center
Leadership
Member Directory
Affinity Partners
Committees & Sections
Technical Resources
Listserves
Products and Services
Firms
Education Foundation
Overview
2017-18 Catalog
New! Find CPE
New! CPE Wizard
Conferences
CPE Weeks
Series
Self Study
Staff Training
Onsite Learning
Ethics Exam
Policies
Pricing
Government Relations
Overview
Grassroots Advocacy
Capitol Track
CPA-PAC Q&A
Grassroots Program
Contact Your Legislators
Advocating for CPAs
News
Overview
Hot Topics
California CPA Magazine
Financial Leadership Forum
Newsroom
Peer Review
Overview
Peer Review: Firm Resources
Peer Review Reports
Peer Review: Reviewer Resources
Classifieds
Overview
Search for Ads
Place an Ad or Résumé
Classified FAQs
Manage Ads
Ad Rates
Resources
Overview
Find a CPA
Ask a CPA
Media Kit
Financial Literacy
Good4Business
Disaster Recovery
CPA License Lookup
Licensure
Governmental Accounting White Papers
Events Search
Home
Events and Programs
Product Details
Print
Email
Share
Personal Financial Planning Update: Income Tax, Retirement and Estate Update | PFPUTXOD16
Add To Cart
Product Code :
PFPUTXOD16
Format :
On-demand
Level :
Update
Designed For :
CPAs who want to identify financial planning opportunities and learn various strategies relating to income tax, retirement and estate planning issues.
Field of Interest :
Specialized Knowledge
Prerequisite :
Knowledge or experience working on basic financial planning strategies.
Credits :
2.00 CPE
Description :
With personal financial planning issues evolving in an increasingly challenging environment, it is becoming much more difficult to keep up with these important and timely changes. CPAs need to be in tune with the many new approaches needed in this continually changing environment. Part of the CPA’s challenge is to help clients stay on top of their goals, while managing their expectations, so they can achieve what they set out to accomplish. This session focuses on updating CPAs to the newest changes in personal financial planning as it relates to income tax,retirement and estate planning issues. It will also point out the value of Form 1040 from a financial planning perspective, including reviewing each line to ensure that you know how to address the dozens of financial planning opportunities found on Form 1040. The webcast was originally broadcast on June 28, 2016. Note: There is a minimum passing rate of 70% for this course.
Objectives :
Determine which financial planning strategies work best with today's income tax, retirement planning and estate planning issues.
Identify financial planning opportunities resulting from a review of each line item on Form 1040.
Major Topics :
Personal financial planning processand its relevance to income tax, retirement and estate planning.
Income tax, retirement and estate planning concerns and solutions.
Advanced Prep :
None
About the Author :
Rattiner Jeffrey H.
- <p>Jeffrey H. Rattiner, CPA, CFP, is president and CEO of The JR Financial Group, Inc., a nationally-acclaimed financial planning training firm that specializes on training CPAs, CFPs, financial advisors, and corporate executives on an array of planning topics including income tax, retirement, estate, divorce, investments, closely-held business owners, cash flow management, financial planning, creating a financial planning practice, and many others. His Rattiner’s Financial Planning Fast Track™, Inc., has been the industry-recognized boot camp for CPAs, financial advisors, and other industry-wide financial services professionals interested in becoming Certified Financial Planners (CFPs) for over 28 years. He has authored eight books in the industry, including such popular titles as <i>Getting Started as a Financial Planner, Personal Financial Planning for Divorce, Financial Planning Answer Book</i>, and <i>Rattiner’s Financial Planner’s Bible</i>. An avid and entertaining speaker, he lectures nationally to CPA firms, employees of financial services organizations, advisors within banks, brokerage firms, mutual fund families, insurance companies, and consumer groups. Rattiner worked previously for the CFP Board, ICFP and AICPA PFP Division.</p>
Powered by Azure Servers