CalCPA PFP Wealth Wednesdays: Top Ten Planning Ideas Your Clients Benefit from Before Year End Webcast | 4173273A

Date :
December 13, 2017 11:00 AM - 12:00 PM
Location :
Facility :
Webcast Event
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 1.00, CFP 1.00
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When the year closes, there is very little you can do for your clients. This informative presentation will focus on some important planning strategies that your clients can take advantage of. Whether you are skilled in addressing what is important for your clients, or are looking to enhance your opportunities to make a difference in your client’s lives, this is a vital information packed 50 minutes of continuing professional education for the benefit of your practice and those clients who take time out of their schedule to take advantage of these opportunities. . At this short 50 minute presentation, you will discover the last minute opportunities to benefit your practice, enhance your reputation as a leader for your clients, and make a significant difference in your clients’ lives.


  • Identify the existing strategies that will lead to successful deferment of tax liabilities.
  • How to set up a plan to take advantage of tax free retirement plan growth.
  • Become a leader in designing a plan by changing the framing of the plan.

Major Subjects:

  • Leverage your client’s business activities to create opportunities to defer taxes to future years.
  • Learn what documents should be signed before year end to protect significant deductions in the next year if they are needed.
  • Did you know some of your clients may be able to take a 2 for 1 charitable tax deduction? Learn how.
  • Learn time tested strategies to get clients to focus on themselves working with your office to make a difference in their practice.
  • Learn strategies that move clients from being reactionary to planning, tips you can implement during your tax meeting with clients.
  • Updates on tax law changes coming in 2017.
  • Important Apps and technology that can help your clients make sure they get all the deductions they deserve.

Advanced Prep:


Misc. Information:

If materials are available for this webcast, they will be accessible for download the morning of the event.

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Level of Difficulty:
Field of Interest:
Specialized Knowledge
Assumes basic knowledge of taxation and income tax planning for individuals and businesses.
Designed For:
CPAs who look to benefit their clients.


Mitchell Freedman, CPA, PFS
MITCHELL FREEDMAN, CPA/PFS, AIF® Mitchell Freedman is the founder and President of both M. Freedman & Co., Inc an Accountancy Corporation, specializing in Business Management (Multi-Family Office) and Financial Counseling for performing and creative artists, elders, widows, and individuals with complex and unique financial needs and MFAC Financial Advisors, Inc., a Registered Investment Advisory Firm. He is licensed as a CPA in California and New York. In addition he earned the credentials Personal Financial Specialist (PFS) in 1988. Mr. Freedman has received the Distinguished Service Award from the Personal Financial Planning Section of the American Institute of Certified Public Accountants (AICPA). He was named by Worth magazine as one of the '250 Best Financial Advisors' in the United States for five consecutive years. Accounting Today twice named him as one of the ‘Top 100 Most Influential People’ in the accounting profession. He has given presentations throughout the United States and Canada on a variety of subjects related to tax, financial, investing, entertainment industry, and Elder Care subject matters. He has appeared on CNN, "Entertainment Tonight," BBC, and numerous other television and radio programs. Mr. Freedman has written articles for and been featured in various national news, accounting, financial planning, investment, business, and general interest publications. He taught a course in personal finance for California State University, Northridge and he was formerly an adjunct professor in accounting for the Adelphi University Graduate School of Business. Mr. Freedman is a member of the California Society of CPAs (CalCPA) and has served as both a past Chair and Co-chair of CalCPA's State Personal Financial Planning (PFP) Committee and past Chair of CalCPA’s Communications Advisory Committee. Mr. Freedman is a member of the AICPA and he served three year terms each on the AICPA PFP Member Services Sub-committee and the AICPA PFP Executive Committee and a twelve year term on the AICPA/Canadian Institute of Chartered Accountants Elder Care Task Force. He has also served on the AICPA Advanced PFP Conference Planning Committee for the 2008-2012 conferences. Mr. Freedman has co-authored both the Guide to Planning for Performing and Creative Artists and the Guide to Planning for Divorce, for the AICPA PFP Library. He edited Disaster Recovery, A Guide to Financial Issues, and Disasters and Financial Planning, a Guide for Preparedness, both distributed by the AICPA and the American Red Cross. He also edited A Guide to Financial Decisions: Implementing an End-of-Life Plan for the AICPA. In addition he edited the AICPA continuing education course entitled "Tax Considerations for Professional Athletes and Entertainers.” Mr. Freedman was a panelist on an educational video entitled "The Financial Issues of Aging" and has moderated an educational video entitled "Effective Asset Protection Planning," both for the AICPA. Mr. Freedman is a founder and past Chair of California Jump$tart Coalition, a not-for-profit organization with the mission to improve the financial literacy of California's youth. He is also a founder and the Chair of CPAs Reforming our Profession (CROP) an ad hoc watchdog group monitoring AICPA activities.
Daniel Charles Thomas, CPA
Daniel Thomas, CPA/PFS, CFP is Managing Partner of Thomas & Thomas, Certified Public Accountants located in Newport Beach. Dan has over 25 years of experience practicing with both international and local CPA firms and specializes in providing tax, financial planning and consulting services for high net worth individuals, business owners and corporate executives.
No Agenda or Materials posted.