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Wednesday, November 3, 2021 Live Webcast

Do You Have a Financial and Tax Strategy? (E2111474)

9:00 AM - 10:15 AM EDT

Registration: 9:00 AM EDT

webcast

ON24

1.5 CPE Credits in SK
This event is part of MembershipLearn more

OVERVIEW

There have been many tax law changes in recent years, and they have profound effects on financial planning and tax strategy, estate planning and investment management. We now face additional changes in the proposal being considered by Congress. Explore the impact of these changes and the implications to your financial planning.

DESIGNED FOR

CPAs in tax, business and industry, but also for CPAs’ personal finances

BENEFITS

Receive an overview of financial planning considerations and updates on financial planning implications of recent tax legislation.

HIGHLIGHTS

This session will cover the following topics: 

  • Financial planning considerations 
  • Tax Cuts and Jobs Act 
  • SECURE Act 
  • Proposed legislative tax changes  
  • Roth conversions 
  • Asset allocation and portfolio construction 
  • Health savings accounts 
  • Estate planning considerations 

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Chris Schiffer

Chris J. Schiffer, CPA, CFP, M.B.A., AIF

Senior Vice President

Wealth Enhancement Group

Chris is a senior financial adviser with Wealth Enhancement Group. He has more than 30 years of experience in the financial services industry in the areas of accounting and financial planning, and is well-versed in the financial challenges faced by most individuals. Chris has also authored articles on financial planning, divorce and the financial markets. He was the 2018/19 president of the NJCPA Middlesex/Somerset Chapter and is currently the leader of the Business & Industry Interest Group. Chris is also a member of the Financial Planning Association.

PRICING

$0.00 - Member*

$88.00 - Nonmember

* This event is part of Membership+, an exclusive benefit of NJCPA membership.

Pre-Registration Closed

Online pre-registration for this event is now closed.

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