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THE ROLE OF TAXES IN FINANCIAL PLANNING
* * 4.2
* (12)
* Warren Bergstein, CPA, AEP©
* - Adelman Katz & Mond LLP
* Accountant
* AFSP
* CRTP
* CPA (US)
* CFA
* EA
* ORTP
* CPA/PFS
* TEP
* ChFC
* CSA
* MRTP
* ERPA
* FSCP
* CASL
* ChSNC
* RICP
* WMCP
* CIPM
* CFIRS
* CWS
Aug 24, 2022 | 01:00 PM EDT
REGISTER (Live) REGISTER (Self Study)
* Course Description
* Course Qualification
* Presenter
* FAQ
COURSE DESCRIPTION
COURSE DESCRIPTION
Taxes are a major expense item and need to be managed separately and carefully.
At a minimum, you should be aware of your tax situation with projections
prepared regularly and big picture explanations of what is taxed, how, why,
when, and potential strategies that could reduce them. The CPE course will
discuss how planning for different sources and timing of client income affect
the client’s annual tax liabilities. Financial planners will understand the
significance of the standard deduction, itemized deductions, and other
deductions and credits to reduce taxable income. Tax planning and preparation
strategies will be emphasized to assist clients in reaching their financial
planning goals. We delve into how a client’s business income and choice of
business entity affect an individual’s ultimate tax liability. Valuable tools
and checklists include a discussion of how planners can use a client’s tax
return to gather essential information for comprehensive financial planning.
After attending this online Continuing Education webinar by Warren Bergstein
attendees will be able to analyze problems, develop solutions, and present final
personal financial plans to clients.
In this online CE Tax webinar following major topics are covered:
* What makes Tax an important part of finance?
* What is the importance of defining, and prioritizing realistic goals
specifying how investing allocation changes with age?
* How do identify short-term financial goals and investment purposes?
* What are the powerful Strategies in tax preparation and tax planning?
LEARNING OBJECTIVES
* To analyze how planning for different sources and timing of a client’s income
can affect a client’s tax liability
* To discuss the significance of allowable deductions and tax credits to reduce
taxable income
* To explore strategies in tax preparation and tax planning in light of current
law, changing regulations, and proposed changes
* To discuss how a client’s business income and choice of business entity
affect an individual’s tax situation
* To identify tools, checklists, and government forms to assist the planner in
analyzing a client’s tax situation
* To describe the role of taxes in comprehensive financial planning
RECOMMENDED FOR
* The Online Continuing Education Webinar is recommended for CPAs, Tax Firms,
Tax Practitioners, Financial Planners, Finance Specialists, and other
professionals interested in updating their knowledge regarding the role of
Taxes in Financial Planning.
WHO SHOULD ATTEND?
* Bookkeepers & Accountants & Tax Preparers
* California Registered Tax Professional
* CPA (Industry)
* CPA - Mid Size Firm
* CPA - Small Firm
* Enrolled Agent
* Finance Pros
* Maryland Tax Preparers
* Oregon Tax Preparers
* Personal Financial Specialist (PFS)
* Tax Firm
* Tax Professionals
* Tax Pros
COURSE QUALIFICATION
WEBINAR QUALIFIES FOR
* 2 CE Credit of Federal tax-related matters for Annual Filing Season Program
(AFSP)
* 2 CE Credit of Federal tax-related matters for California Registered Tax
Preparers (CRTP) (Approval No. 6273-CE-0824)
* 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
* 2 CE Credit of Federal tax-related matters for Oregon Registered Tax
Preparers (ORTP) (Approval No. GEHNZ-T-00888-22-O)
* 2 CPE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
* 2 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP)
(Approval No. GEHNZ-T-00888-22-O)
* 2 CPE Credit of Financial Planning for Financial Services Certified
Professional (FSCP)
* 2 CPE Credit of Financial Planning for Wealth Management Certified
Professional (WMCP)
* 2 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval
No. GEHNZ-T-00888-22-O)
* 2 CPE Credit of Financial Planning for Chartered Special Needs Consultant
(ChSNC)
* 2 CPE Credit of Financial Planning for Chartered Advisor in Senior Living
(CASL)
* 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
* 2 CE Credit for Certified Wealth Strategist (CWS)
* 2 General Credit for Accountant/Bookeeper
* 2 CPE Credit of Financial Planning for Retirement Income Certified
Professional (RICP)
* 2 CPD Credit of Personal Financial Planning for Personal Financial Specialist
(PFS)
* 2 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan
Agent (Approval No. GEHNZ-Q-01007-22-O)
* 2 PL Credit for Certificate In Investment Performance Measurement (CIPM)
* 2 PL Credit for Chartered Financial Analyst (CFA)
* 2 CPD Credit for Trust and Estate Practitioners (TEP)
* 2 CE Credit for Certified Senior Advisor (CSA)
ADDITIONAL DETAILS
* Course Level :
Basic
* Credits :
2
* Instructional Method :
Group Internet Based
* Pre-requisites :
None
* Advance Preparation :
None
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal
Revenue Service, to meet the requirements of 31 Code of Federal Regulations,
section 10.6(g), covering maintenance of attendance records, retention of
program outlines, qualifications of instructors, and length of class hours. This
agreement does not constitute an endorsement by the IRS as to the quality of the
program or its contribution to the professional competence of the enrolled
individual. Credit earned by attendees with a PTIN will be reported directly to
the IRS as required of all providers. To ensure your CPE hours are reported,
update your profile in My Account to include your PTIN number. Please note: IRS
CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE
is voluntary.
NASBA APPROVED
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of
State Boards of Accountancy (NASBA) as a sponsor of continuing professional
education on the National Registry of CPE Sponsors. State boards of accountancy
have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National
Registry of CPE Sponsors through its website: www.NASBARegistry.org.
CTEC APPROVED
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax
Education Council to offer continuing education courses that count as credit
towards the annual “continuing education” requirement imposed by the State of
California for CTEC Registered Tax Preparers. A listing of additional
requirements to register as a tax preparer may be obtained by contacting CTEC at
P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832,
or on the Internet at www.ctec.org.
PRESENTER
ABOUT PRESENTER
WARREN BERGSTEIN, CPA, AEP©
Account Executive, - Adelman Katz & Mond LLP
More than forty years of practice in tax planning, estate and trust
administration and planning, personal financial planning and accounting have
given Warren an extraordinarily deep understanding of personal finance. At his
New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily
high net worth individuals, entrepreneurs and sole proprietors, benefit from his
particular expertise in tax law, its applications and implications for
individuals. Warren is an adjunct professor of accounting and taxation at Long
Island University, New Jersey City University, and Rutgers Business School. He
has spoken at the Institute of Management Accountants, both the New York and
Long Island chapters of Financial Planning Association, the New York State
Society of CPAs, New York University, and Lorman Educational Services. In
addition, he is an accomplished author, and has regularly contributed to
publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for
Accountants, and The CPA Journal. Warren has been very active in professional
organizations, and has frequently been elected as president, board member or
committee chair. Warren is a fan of local sports teams. He also likes to read
biographies and books on current events. He and his wife, Susan, live in
Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily
ABOUT COMPANY
- ADELMAN KATZ & MOND LLP
akmcpa.com/
We got started in business more than 40 years ago. At fi rst we were what you
might expect — the people who fi lled out the tax forms and did the fi nancial
statements, etc. We were — and still are — great number crunchers. Gradually,
though, our clients began relying on us more and more for advice about how to
protect and grow their assets, how to make their businesses run better and even
how to take some of the worry out of fi nancial decision-making. So we worked
hard to get even smarter about these and other fi nancial issues.
Our partners hold certifi cations in fi nancial planning, are on the faculties
of universities in the New York metro area and possess a wide range of fi
nancial and insurance licenses. And we work with a broad network of fi nancial
specialists with every conceivable approach. We either know the answer — or we
know who to ask; we can do what you need, or we can connect you with someone who
can. We’re here for you.
Today, nearly 1,500 clients — small- and mediumsized businesses in all sectors,
high net worth individuals and not-for-profi ts — consider Adelman Katz & Mond
their most trusted business advisors. We’re proud of our record and the
successes we’ve been able to generate for our clients. We might just be the
partner you’re looking for to help with your fi nancial management issues. Call
us for a free consultation. We’ll help you select the AKM CPA whose knowledge
base and approach are right for you.
FAQ
FAQS CONTENT
* To receive Continuing Education credit for the event, you must register for
the webcast prior to the start of each program.
* Continuing Education Credit Certificate is available to all eligible
participants within 24 hours of each webinar.
* You must attend complete live webinar and respond to all polling questions
asked during the webinar. Credits would be issued on 50 minute credit hour
basis.
* Polling feature Not supported: If you are logging in through browser or web
portal in the browser (zoom.us) it doesn’t support the polling feature.
Please be advised the current polling feature can only be supported via Zoom
desktop and mobile app. You can check the same here :
https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
* This event may be a recorded rebroadcast of a live event done in past and the
instructor will be available to answer your questions during/after the
webinar.
* If you still face the polling problem please don’t panic and provide your
response in the chat and we shall consider the same for processing for
credits. You can download Zoom by clicking on the mentioned link :
https://zoom.us/download
* Our courses meet the global Continuing Professional Development (CPD-IES7)
Standard for Chartered Accountants with International Education Standard 7
(IES 7) set by The International Federation of Accountants (IFAC), the
International Accounting Education Standards Board (IAESB) and the
Association of Chartered Certified Accountants (ACCA). Based on our
accreditation by existing IFAC members and affiliates, we believe learners
can count their professionally relevant, verifiable learning activities on
myCPE, including taking on demand courses and attending live webinars, toward
fulfillment of their verifiable CPD-IES7 requirements. However, if there is
any question, we recommend that the individual learner confirm with his/her
professional licensing organization before taking myCPE courses for CPD-IES7
credit.
* You can manage your continuing education certificates and credits through
your certificate dashboard which is available when you are logged in to
your account (LOGIN)
* As an accredited provider of Continuing Professional Education in the United
States, myCPE online learning platform, courses, and webinars meet the
requirements set forth by the Institute of Management Accountants (IMA), an
IFAC Member Organization, as well as the National State Boards of Accountancy
(NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates.
As well as it has been approved by NASBA, Internal Revenue Service (IRS),
Certified Financial Planner Board (CFP Board), California Tax Education
Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource
Certification Institute (HRCI) and many more.Therefore, we believe learners
can count their professionally relevant, verifiable learning activities on
myCPE, including taking on demand courses and attending live webinars, toward
fulfillment of their verifiable continuing education requirement as CPD-IES7
requirements. However, if there is any question, we recommend that the
individual learner confirm with his/her professional licensing organization
before taking myCPE courses for CPD-IES7 credit.
* myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP |
CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF
and others.
RATINGS AND REVIEW
4.2
12 Ratings
Excellent
4
Very Good
6
Average
2
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JS
JOHN SPARLING, CPA (US)
May 27th, 2022
Excellent overview.
PREMIUM
2 Credits
Subject Area
TAXES
UPCOMING WEBINARS
IRS Notice 2022-6, Update to SEPP (72(t))
* 4.3
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Aug 18, 2022 | 04:00 PM EDT
View Details
An Overview of the FERS Retirement
* 5.0
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* (3)
Aug 18, 2022 | 04:00 PM EDT
View Details
The Importance of Living your Organizational Values
* 4.5
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* (80)
Aug 18, 2022 | 04:00 PM EDT
View Details
Understanding Basis for Pass through Entities
* 4.5
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* (47)
Aug 18, 2022 | 04:30 PM EDT
View Details
Best Tax Return Workshop On S Corporation (1120S) - Latest
* 4.5
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* (196)
Aug 19, 2022 | 09:00 AM EDT
View Details
Practical Guide for Understanding Critical Concepts of Trusts and Estates
* 4.6
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* (48)
Aug 19, 2022 | 09:00 AM EDT
View Details
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K
& K-1 Analysis
* 4.6
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* (148)
Aug 19, 2022 | 09:00 AM EDT
View Details
Everything you need to know: QBI
* 3.7
*
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* (3)
Aug 19, 2022 | 09:00 AM EDT
View Details
Annual Federal Tax Update - Individuals (Form 1040)
* 4.5
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* (486)
Aug 19, 2022 | 09:00 AM EDT
View Details
Excel Accountant: QuickBooks Detailed Analysis
* 4.3
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* (29)
Aug 19, 2022 | 10:00 AM EDT
View Details
Red Flags in a Small Business Valuation
* 4.5
*
*
*
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* (11)
Aug 19, 2022 | 10:00 AM EDT
View Details
What the advisor should know about the living benefits of a life insurance
policy
* 4.2
*
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* (62)
Aug 19, 2022 | 10:00 AM EDT
View Details
Fraud Concepts – Understanding Fraudsters
* 4.5
*
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* (44)
Aug 19, 2022 | 11:30 AM EDT
View Details
Traditional and Roth IRA Distribution and Taxation
* 4.5
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* (610)
Aug 19, 2022 | 11:30 AM EDT
View Details
Quickbooks for Desktop PC Exploring the Interface - For Beginners
* 4.2
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* (34)
Aug 19, 2022 | 12:00 PM EDT
View Details
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