CPE Course This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas

October 29, 2018

8:30am — 4:15pm

Location Manchester

Member Price $259.00Register after October 8 and pay $279.00
Non-member Price $359.00Register after October 8 and pay $379.00

Curriculum Taxation

Field of Interest Taxation (General)

Level Intermediate

Designed For

All practitioners, especially those who want to provide the best up-to-the-minute tax advice


With the biggest change to the tax code in over 30 years now upon us, tax and financial planning take on even greater importance this year. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money!

* Understand life insurance for both income and estate planning
* Identify strategies that are effective following estate and gift tax reform
* Understand options available to baby boomers as they reach retirement in light of Social Security


* The best new income tax and estate-planning ideas
* Major tax ideas for the current year
* The changing Social Security landscape: what it means for planning
* Creative charitable giving strategies
* Financial planning strategies
* Maximizing retirement plan benefits
* Using intentionally defective grantor trusts
* Miscellaneous tax-planning techniques that can add up to significant tax savings
* How to use the whole family for tax savings
* Life insurance
* Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings


John M. Kilroy, CPA, CFP

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.close


Basic course in individual income tax, Social Security, and estate planning


Surgent McCoy CPE, LLC

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