[WEB4] Mid-Year Tax and Planning Update: An Up-to-Date Review of Legislative Changes

Description

Our clients are living in "interesting" times. Our economy has received a jolt due to the COVID-19 pandemic. Congress has reacted. Due to the legislation, tax, financial, estate, and retirement planning techniques and strategies will need to be changed. In this course, the participant will learn how the legislative changes will affect these planning areas. Special planning circumstances (for example, single parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients.

Highlights

• Review of the new legislation, including the CARES Act and an up to date discussion of relevant rulings and changes
• Understanding the problems facing due to the changing legislation
• Understanding how to find new pathways for a client's tax, financial, estate, and retirement plans
• Specific techniques based on all Acts
• Relevant discussion of non-CARES Act legislation and rulings

Objectives

• To provide practitioners with an understanding of the major changes to the Internal Revenue Code created by legislation
• To provide practitioners with ideas as to how to create and/or update their client's tax, financial, estate, and retirement plans due because of legislation

Designed For

CPAs, EAs, and Financial Professionals