Personal financial planning issues evolve in an increasingly challenging environment where it’s harder to keep up with important and timely changes. Looking forward, CPAs must prepare for the unexpected, and be in tune with new approaches. CPAs must challenge clients to stay focused on their goals, while managing expectations and striving for realism, in order to achieve objectives. We’ll focus on the newest changes in personal financial planning, and preparing for new opportunities related to income tax, retirement and estate planning issues. An examination of Form 1040 line-by-line from a financial planning perspective, will provide dozens of opportunities. In particular, those with an emphasis on retirement and estate planning strategies. Formerly titled:Personal Financial Planning Update: Income Tax, Retirement and Estate Update.
Personal financial planning process and its relevance to income tax, retirement and estate planning. Income tax, retirement and estate planning concerns and solutions.
Knowledge or experience working on basic financial planning strategies.
CPAs, tax practitioners, and retirement and estate planning advisers.
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.
Jeffrey Rattiner is president and CEO of the JR Financial Group, Inc. which is a multi-purpose firm serving the financial services industry. Jeffrey provides income tax and financial planning and money management services to consumers. HE is the founder of the nationwide Financial Planning Fast Track® educational programs that train advisors to become Certified Financial Planner licensees in an accelerated alternative format. Mr. Rattiner has authored Rattiner’s Review for the CFP Certification Examination Fast Track Study Guide, Rattiner’s Financial Planner’s Bible for John While & Sons, Adding Personal Financial Planning to Your Practice for American Management Association, and Personal Financial Planning Library for Harcourt Professional Publishing. He is also a monthly columnist for Financial Planning Magazine.
Mr. Rattiner has served in director capacities in several industry organizations including the Institute of Certified Financial Planners, and the Certified Financial Planner Board of Standards in Denver, CO. and the Personal Financial Planning Division of the AICPA in New Your City.
Non-Member Price $100.00
Member Price $75.00