Year-end Personal Financial Planning in an Uncertain Environment

Course Details

Date

Thursday, November 21, 2024

11:00am – 1:00pm (Registration: 9:02am)

Location

Online

Field of Study

Specialized Knowledg

CPE Credit

2 hours CPE credit

Level of Knowledge

Intermediate

Vendor

AICPA

Prerequisites

Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning

Description

Maximize financial preparedness and minimize tax liabilities

Year-end planning in 2024 is more important than ever, with looming changes to the tax code and market volatility providing excellent low-or-no-risk opportunities to help your client make financial decisions and prepare for various scenarios that 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.

Maximize your client's financial preparedness while minimizing tax liabilities with our tax-planning ideas, tips and tools, including:

  • 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 and risk management planning: Borrowing from life insurance
  • Estate planning: Year-end estate and gift planning

    Highlights

  • Tax planning
  • Investment planning
  • Small business planning

    Objectives

    • Identify crucial topics to discuss with your clients this year.
    • Recognize the variety of last-minute retirement planning available.
    • Determine conversations to have with your client's estate attorneys.
    • Identify steps to reinforce your position as your clients' trusted adviser.

    Designed For

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment or risk management planning services

    • Registration for this course has passed.

    Course Pricing

    WYOCPA Member Fee
    $125.00

    Non-Member Fee
    $149.00

    Your Price
    $149.00

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