CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

All New and Current customers who purchase the Premium, Plus, or Core (Total Value Package) 2021 Federal Tax Update or the 2021 Federal and California Update will get the Tax Advisory Complement Bundle for free.

NOTE:

  • New Federal Tax Update customers will get an immediate email with a coupon code for the free course once their Tax Update purchase is complete.
  • Current Customers that purchased the Premium, Plus, or Core (Total Value Package) 2021 Federal Tax Update will get an email with a coupon code to get the Tax Advisory Complement Bundle for free.

Personal Financial Planning for the Roaring 20s

Icon_Level
Intermediate
Credits
CPE Credits
6 Credits: Taxes

Course Description

The 2020’s represent an era unlike anything we have ever experienced! Change is happening at a faster rate than we’ve grown to expect! Our clients have a heightened awareness of their long-term financial issues and are increasingly becoming more nervous about their financial situations. As a result, CPAs are increasingly assisting their clients in developing financial planning strategies when preparing for their many concerns and uncertainties.  CPAs also find themselves working with other high-level professional advisors to complement the unique and demanding situations in which clients find themselves.

Learn a high-level three-prong approach for approaching the 2020’s in identifying and evaluating a client’s particular situation, determining the weaknesses and exposures that could exist for the client, and in helping to implement sound financial planning recommendations to ensure that the client is following a very specific and tailor-made financial plan by the CPA.

Advanced subject matter as well as new ways of approaching many financial planning disciplines will be discussed. You will gain an understanding and following the personal financial planning process, as well as each of the key financial planning disciplines, including cash flow management, insurance, investments, retirement, estate, education, and more. Join course presenter Jeff Rattiner, as he will identify a unique approach for providing personal financial planning services, whether you’re performing the tasks yourself or supervising others. Within each discipline, a technical review involving client exposures and recommendations will be discussed. Lastly, he will also help the CPA analyze the income tax return based on the financial planning issues of the client.

Learning Objectives

Upon completing this course, you should be able to:

  • Identify a comprehensive and dynamic financial planning process that can be implemented for clients in any financial situation.
  • Gain an understanding of why the “Roaring 20s” is a different time than any other and requires pragmatic approach in digging deep into clients’ financial issues.
  • Determine how to diagnose, evaluate and propose solutions to client issues
  • Uncover and develop an understanding of personal financial planning and all of its subcomponents.
  • Describe how to incorporate tax planning strategies when addressing and evaluating financial planning issues.
  • Identify how to analyze, evaluate, navigate, and recommend practical solutions to complex dilemmas.
  • Understand the financial planning ramifications when examining Form 1040

Course Specifics

Course ID
21CSanAntonio-LE20227017
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01795-21-I
IRS Federal Tax Law Credits: 6
CFP Provider Number: 3199
CFP Course Number: 292827
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1585
CTEC Federal Tax Law Credits: 6

Course Instructor

Jeff Rattiner Headshot
Jeff Rattiner, CPA, CFP

Jeffrey H. Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals and financial planning professionals in Centennial, Colorado, and Scottsdale, Arizona. His Financial Planning Fast Track (FPFT) program, which provides professionals with the training necessary to become CFP® certificants, received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent industry writer and speaker—producing books and CPE courses—and a columnist for Financial Advisor Magazine.

Personal Financial Planning for the Roaring 20s

Expert Instructors
CPE CREDITS
6 Credits: Taxes

$590.00

Availability: 45 in stock

Icon_Level
Intermediate
Credits
CPE Credits
6 Credits: Taxes

Course Description

The 2020’s represent an era unlike anything we have ever experienced! Change is happening at a faster rate than we’ve grown to expect! Our clients have a heightened awareness of their long-term financial issues and are increasingly becoming more nervous about their financial situations. As a result, CPAs are increasingly assisting their clients in developing financial planning strategies when preparing for their many concerns and uncertainties.  CPAs also find themselves working with other high-level professional advisors to complement the unique and demanding situations in which clients find themselves.

Learn a high-level three-prong approach for approaching the 2020’s in identifying and evaluating a client’s particular situation, determining the weaknesses and exposures that could exist for the client, and in helping to implement sound financial planning recommendations to ensure that the client is following a very specific and tailor-made financial plan by the CPA.

Advanced subject matter as well as new ways of approaching many financial planning disciplines will be discussed. You will gain an understanding and following the personal financial planning process, as well as each of the key financial planning disciplines, including cash flow management, insurance, investments, retirement, estate, education, and more. Join course presenter Jeff Rattiner, as he will identify a unique approach for providing personal financial planning services, whether you’re performing the tasks yourself or supervising others. Within each discipline, a technical review involving client exposures and recommendations will be discussed. Lastly, he will also help the CPA analyze the income tax return based on the financial planning issues of the client.

Learning Objectives

Upon completing this course, you should be able to:

  • Identify a comprehensive and dynamic financial planning process that can be implemented for clients in any financial situation.
  • Gain an understanding of why the “Roaring 20s” is a different time than any other and requires pragmatic approach in digging deep into clients’ financial issues.
  • Determine how to diagnose, evaluate and propose solutions to client issues
  • Uncover and develop an understanding of personal financial planning and all of its subcomponents.
  • Describe how to incorporate tax planning strategies when addressing and evaluating financial planning issues.
  • Identify how to analyze, evaluate, navigate, and recommend practical solutions to complex dilemmas.
  • Understand the financial planning ramifications when examining Form 1040

Course Specifics

Course ID
21CSanAntonio-LE20227017
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01795-21-I
IRS Federal Tax Law Credits: 6
CFP Provider Number: 3199
CFP Course Number: 292827
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1585
CTEC Federal Tax Law Credits: 6

Course Instructor

Jeff Rattiner Headshot
Jeff Rattiner, CPA, CFP

Jeffrey H. Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals and financial planning professionals in Centennial, Colorado, and Scottsdale, Arizona. His Financial Planning Fast Track (FPFT) program, which provides professionals with the training necessary to become CFP® certificants, received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent industry writer and speaker—producing books and CPE courses—and a columnist for Financial Advisor Magazine.

Personal Financial Planning for the Roaring 20s

Expert Instructors
CPE CREDITS
6 Credits: Taxes

$590.00

Availability: 45 in stock