As year-end planning season is upon us, savvy professionals might think about getting together with their financial teams to consider both their 2015 outlooks and last year's changes in tax law to ensure matters are in shipshape.
To help with the process, the Personal Financial Planning Section of the AICPA, in conjunction with 360 Degrees of Financial Literacy, will host a free webcast discussing year-end planning on Monday, October 20th from 1-2 p.m. (EDT).
Financial planners Susan Bruno (CPA/PFS) and David Stolz (CPA/PFS) will be on hand to provide strategies and tips for year-end planning, including:
- The impact of recent tax law changes to your estate, taxes, and overall financial plan
- Retirement plan opportunities
- Tax savings strategies for investment portfolios
- Strategies to consider with your CPA financial planner before December 31.
Interested parties can register in advance for the webinar here.