Personal financial planning issues evolve in an increasingly challenging environment where it’s harder to keep up with important and timely changes. And since changes seem to be occurring quicker than anticipated, 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. You’ll learn what you need to know in identifying critical exposures and providing appropriate solutions when working with your client in these rapidly changing and life-altering disciplines.
The personal financial planning process and its relevance to income tax, retirement and estate planning. Income tax, retirement and estate planning concerns and solutions.
A basic understanding of income tax, retirement and estate planning issues.
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 items found 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 $119.00
Member Price $89.00