This Year's Best Income Tax, Estate Tax & Financial Planning [IEFP]

Sep 19, 2018
Time: 8:30am - 4:00pm



Credit Hours:



Member: $295.00
Non-member: $445.00

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Discussion Leader:

Susan Smith, CPA    more info

Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master's taxation program. Her ratings have consistently exceeded 4.7 on a scale of 5.0. Smith is a two-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.

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Website registration for this course closes on September 12, 2018. To register after this date please contact the society at or 907-562-4334.

Full Description

This Years Best Income Tax, Estate Tax & Financial-Planning Ideas (IEFP)

September 19, 2018

Fireweed Conference Center
725 E. Fireweed Lane
Anchorage, AK

For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.

With different tax rates for individuals and trusts, tax planning takes on more importance. Plus, with Social Security going bust and interest rates at an all-time low, new ideas for financial planning for retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.

Major Topics:
- The best new income tax and estate-planning ideas, including the Trump plan
- Major tax ideas for the current year
- The changing Social Security landscape: what it means for planning
- Creative charitable giving strategies
- Financial planning strategies
- Maximizing retirement plan benefits
- Using intentionally defective grantor trusts
- Miscellaneous tax-planning techniques that can add up to significant tax savings
- How to use the whole family for tax savings
- Life insurance
- Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Learning Objectives:
- Understand life insurance for both income and estate planning
- Identify strategies that are effective following estate and gift lax reform
- Understand options available to baby boomers as they reach retirement in light of Social Security

Designed For: All practitioners, especially those who want to provide the best up-to-the-minute tax advice

CPE Credits: 8, Taxation

Level of Knowledge: Intermediate

Prerequisite: Basic course in individual income tax, Social Security and estate planning

Acronym: IEFP

Discussion Leader: Susan Smith, CPA