Federal Income Tax Planning (TX-FITP) (1415-342) New Date
Review of wealth management best practices. Alternatives for minimizing and/or deferring taxation. Investments and their tax impact. Retirement tax planning. Fundamentals of estate and gift taxes. Ways to reduce the gross estate. Legal aspects. The process of developing an estate plan.
CPE Credits: 3 (Taxes) Level: Advanced
Pre-requisite: Overview of the Federal Tax System, Tax Research, Individual Federal Income Tax, Federal Tax Treatment of Investment Income, Foreign Tax Credit, Property Transactions.
Delivery method: Group Live. Advance Preparation: None
NASBA Field of Study: Taxes Category: Elective course
Date: April 22, 2015
Registration: 4:15pm - 5:00pm Seminar: 5:00pm - 8:00pm
Instructor: Zaida Montalvo Díaz, CPA, CPWA; Vice President, Senior Wealth Management Advisor, Popular One