Best Ideas in 2017 – What the Planner Needs to Know

Date: Monday, September 18, 2017
Time: 12:00pm - 1:15pm
Location: MAC 405 Washington Avenue
Speaker: Robert Keebler

Click HERE to register and get a ticket

About the talk: Topics include planning for the federal tax income, state income tax, asset protection, and the estate tax. The intent of the program is to provide planners with a number of ideas which may be particularly effective in the current environment.

 

CE

CPE Learning Objectives

Upon completion of this course, you should be able to:

  • effectively guide clients to some of the best tax planning ideas in the current enviroment.

Delivery Method: Group-live setting

Earn 1 CPE Credits for this session. Number of credit hours earned based on 50 minutes of talk. Change if more than one hour.

Field of Study:  Specialized Knowledge and Applications

Program Level Overview

Prerequisites – There are no prerequisites or advanced preparation for this session – Change if there are any prerequisites.

Who should attend? Everyone at all levels

CFP 

Program Summary: Topics include planning for the federal tax income, state income tax, asset protection, and the estate tax. The intent of the program is to provide planners with a number of ideas which may be particularly effective in the current environment. 

Learning Objective(s): Upon completion of this course, you should be able to effectively guide clients to some of the best tax planning ideas in the current enviroment.

Level of Complexity Overview

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