November 30, 2023


Webinar


2 CPE

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

November 30, 2023
Webinar
2 CPE

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

2 CPE
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Update

Prerequisites

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.

Provider

California CPA Education Foundation

This event has ended.