Tax Planning

 

Find courses that cover fundamental tax law for individuals and businesses, trusts and estates, and techniques for tax reduction/management.


Tax Planning (CE Credit)
Collapse Divorce - High Level Tax Implications - On Demand

2016 FPA Annual Conference

Discusses reviewing an estate plan upon divorce, income tax consequences of the sale of a personal residence, income and gift tax issues of property settlements, dividing a charitable remainder trust in divorce, liability for joint income tax returns, tax consequences of dividing stock options, deferred compensation and retirement benefits and naming beneficiaries after divorce. Also discusses how assets held in an irrevocable trust for the benefit of one of the spouses is effected by the divorce.

Learning Objectives

  • Attendees will learn the income, estate and gift tax aspects of divorce, more specifically, pre-marital considerations, the tax aspects of property settlements, traps when dividing IRAs and qualified plans, the tax rules governing alimony and the use of alimony trusts

 

Formats Available: Streaming

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Divorce - High Level Tax Implications - On Demand
    Collapse Is the Quality of Your Retirement Advice Losing Money for Your Clients? - On Demand

     

    It's no secret that all retirement calculators are not created equal, and it's been well reported that the same inputs receive varying longevity results across retirement tools. Now, research shows that many of these calculators cheat investors out of six or more years of retirement income by using inefficient drawdown strategies.This discovery comes from the research article, "Tax-Efficient Withdrawal Strategies," published in The Financial Analysts Journal and written by William Meyer, CEO, Retiree Inc., and William Reichenstein, PhD, Co-founder, Retiree Inc. Join Retiree Income for this educational webinar to hear the research authors debunk the conventional wisdom around tax-efficient retirement withdrawals, which suggests that in investor should withdraw funds from one account at a time moving to the next one after the previous is exhausted, starting with tax-deferred accounts and moving to tax-exempt accounts. Meyer and Reichenstein will demonstrate that this conventional wisdom, which many retirement income tools are built on, is not the most tax efficient.

    Level of Complexity: Intermediate

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: May 10, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Is the Quality of Your Retirement Advice Losing Money for Your Clients? - On Demand
    Collapse Year-End Income Tax Planning Opportunities - On Demand

    2016 FPA Annual Conference

     Income tax planning often aligns with stage of life. Those accumulating assets may wish to favor the deferral of income taxes while those in retirement will look to access assets tax efficiently. This session will review planning considerations, strategies, and techniques potentially unique to each stage and taxpayer, and will serve to remind professionals and their clients of the ongoing integration of tax and financial planning.

    Learning Objectives

    • Recognize opportunities to engage clients in tax planning
    • Observe and assemble client data to perform income tax projections.
    • Describe tax planning situations at various life stages.
    Formats Available: Streaming
    Original Course Date: September 14, 2016

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Year-End Income Tax Planning Opportunities - On Demand
    Tax Planning (No Credit)