Although 2019 started with a government shut down, the government did not stay shut down for long. Come hear the latest end-of-year tax planning strategies regarding qualified business income deductions, opportunity zones, capital gains indexing, the SECURE Act, and other subjects your clients are sure to ask you about.

Learning Objectives

  • Explain a comprehensive analysis of client's tax situation.
  • Describe the significance of recent tax proposals to their clients.
  • Recommend tax-reduction suggestions for 2019 and future years. 

Level of Complexity: Overview

Course Information
Course Date:
November 05, 2019
FPA Annual Conference 2019: A Comprehensive Approach to Year-End Tax Planning
Speaker Information
Randy Gardner, JD, LLM, MBA, CPA, CFP, RLP  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00
Non-Member Price:$49.00