November 30, 2023


2 Total CPE Credits


Webinar (CA): PFP Update: Income Tax, Retirement and Estate Planning 2023

  • Instructor

    Jeffrey Rattiner

Learning 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 items found on Form 1040

Major Topics

• The personal financial planning process
• Relevance to income tax
• Retirement and estate planning concerns and solutions

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course

Course Level

  • Update


A basic understanding of income tax, retirement and estate planning issues.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, tax practitioners, and retirement and estate planning advisers.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

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