This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas

Course Details

Date

Tuesday, August 27, 2019

8:30am – 4:30pm
(Registration: 8:00am)

Location

Prince Waikiki

100 Holomoana Street

Honolulu, HI 96815

808-956-1111

View Map

Course Number

IEFP

CPE Credit

8.0 hours CPE credit

Instructor

Level of Knowledge

Intermediate

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Basic course in individual income tax, Social Security, and estate planning

Description

With different tax rates for individuals and trusts, tax planning takes on more importance. New ideas for financial planning for retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.

Highlights

  • The best new income tax and estate-planning ideas, including items from tax reform
  • Highlights of the Tax Cuts & Jobs Act including the Section 199A deduction
  • Major tax ideas for the current year
  • The changing Social Security landscape: what it means for planning
  • Creative charitable giving strategies
  • Financial planning strategies
  • Maximizing retirement plan benefits
  • Using intentionally defective grantor trusts
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • Life insurance
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Objectives

Understand life insurance for both income and estate planning

Identify strategies that are effective following estate and gift tax reform

Understand options available to baby boomers as they reach retirement in light of Social Security

Designed For

All practitioners, especially those who want to provide the best up-to-the-minute tax advice

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by August 12, 2019.

$280.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$330.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by August 12, 2019.

$430.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$480.00
Neighbor Island Discount

Applicable for Neighbor Island members in good standing

-$100.00
Associate Neighbor Island Discount

Applicable for Associate Neighbor Island members in good standing

-$50.00
Your Price $430.00

CPE Choice

Learn more about CPE Choice.
CPE Choice Fee $250.00

View All Courses