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Sophisticated Tax Planning for Your Wealthy Clients 2019

SOP1904 - Planning Tips and Ideas for CPAs

Nov 18, 2019 1:00pm ‐ Nov 18, 2019 2:15pm

Standard: $49.00


This session will provide a review of selected planning topics that address a wide range of issues practitioners should consider addressing with clients.

Learning Objectives:

  1. Review practical estate and related planning tips that practitioners can use to help their clients and grow their practice.
  2. Understand what steps should be taken now in anticipation of the 2020 election and the possible changes in the tax laws.
  3. Discuss practical planning steps on coordinating client investments, asset location decisions, and more.
  4. Determine what can be done to better plan for aging clients.
  5. Learn tips on structuring large wealth transfers.


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