Personal Financial Planning Update: Income Tax, Retirement and Estate

Course Details


Wednesday, November 6, 2019

8:30am – 10:30am
(Registration: 8:00am)

Field of Study

Specialized Knowledge

Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Knowledge or experience working on basic financial planning strategies.


Personal financial planning issues evolve in an increasingly challenging environment which makes it harder to keep up with important and timely changes. The Tax Cuts and Jobs Act introduced revisions to the tax code prompting CPAs to prepare for the unexpected. But how are they really working. Is it time to make alternative changes?

CPAs need to be in tune with the many new approaches required in this changing environment. Part of the CPA’s challenge is to help clients stay on top of their goals, while managing their expectations and striving for realism, so they can achieve what they set out to accomplish.

This session focuses on updating CPAs to the newest changes in personal financial planning and preparing for future opportunities as it relates to income tax, retirement and estate planning issues. It will also point out the value of Form 1040 from a financial planning perspective, including reviewing each line to ensure that you know how to address the dozens of financial planning opportunities found on Form 1040, with particular emphasis on retirement and estate planning strategies.

Formerly titled: Personal Financial Planning Update: Income Tax, Retirement and Estate Update

Materials are provided as an ebook.


  • Personal financial planning process and its relevance to income tax, retirement and estate planning.
  • Income tax, retirement and estate planning concerns and solutions.


  • 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 item on Form 1040.

Designed For

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

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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