Area of Focus Sessions
ENG2633. Best Ideas Session: Navigating the Post‑H.R. 1 Landscape: Tax‑Planning Strategies for Your Clients (TAX, PFP, EST)
An esteemed panel of Tax Strategies, Advanced Personal Financial Planning, and Advanced Estate Planning conference committee members will provide attendees with the most current planning strategies to discuss — and immediately implement — with clients.
Learning Objectives:
- Identify the most important planning strategies to discuss with your clients given the current state of tax, estate, and personal financial planning
- Determine the top tax strategies to implement before year end
- Analyze top planning topics that need to be considered with your clients on an annual basis
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate – (3-4 years in the profession)
Advanced Preparation
None
Speakers
