Basic Understanding of Tax, Estate and Financial Planning Fundamentals
Now that the 2016 Presidential election has ended, it is clear that the Internal Revenue Code will be drastically changed by Congress. As the Internal Revenue Code goes through changes, tax planning, financial planning, and estate planning techniques and strategies will need to be changed.
In this session, by expert speaker, Arthur Joseph Werner, JD, MS (Taxation), practitioners will get an understanding of how proposed and/or actual changes to the Internal Revenue Code will affect the tax planning, financial planning, and estate planning techniques of their clients. Special planning circumstances (for example, single-parent issues) will be also discussed within this context. Practitioners will get ideas as to how to create and/or update their client’s tax, financial, and estate plans due as a result of the new administration’s proposals.
This session is one that practitioners cannot afford to miss if they provide planning services to clients.
Review of proposed and/or actual legislation.
Examination of a client’s current plan.
Understanding the problems facing a client due to the changing legislation.
Understanding how to find new pathways for a client’s tax, financial, and estate plan.
Specific techniques based on the proposed and/or new law.
Arthur Joseph Werner, JD, MS (Taxation), received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxa...
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