Federal Tax Update - NAPFA and CFP® Credit

Federal Tax Update - NAPFA and CFP® Credit

D-Income Tax Planning

Samuel Donaldson

Member: $49.00
Non-Member: $69.00Your price

Published: 10/23/2020

Stay up to date with this informative and entertaining recap of important cases, rulings, regulations, and legislation from the past 12 months in the federal income, estate, and gift tax laws. Specific topics to be addressed include planning implications of the SECURE Act, lingering questions about the CARES Act, final anti-clawback regulations, and the importance of using the right language in formula clauses.

Learning Objectives:
• Explain how recent developments in the federal tax laws affect their clients
• Develop strategies responsive to recent developments in the federal tax laws
• Recommend changes to existing income tax and estate planning strategies in effect for their clients

1 NAPFA CE in D - Income Tax Planning will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

Recorded at the NAPFA Fall 2020 National Conference.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.