Free Consumer Webcast: Year-End Estate, Tax & Financial Planning – Oct 17th @ 1PM ET

  • Learn how to use a tax return to take a holistic view of your finances
  • CPA financial planner will walk participants through step-by-step evaluation process
  • Free to attend and participate

NEW YORK–(BUSINESS WIRE)–Changes in tax law in the Tax Cuts and Jobs Act have provided Americans with substantial financial planning opportunities. To empower Americans with information and strategies to help them reach their financial goals, the AICPA is offering a free consumer webcast this Thursday, October 17th from 1:00 to 2:00 PM ET. The webcast, offered by AICPA’s Personal Financial Planning Section and the 360 Degrees of Financial Literacy program, features CPA financial planner Jeffrey Levine, CPA/PFS talking through year-end estate, tax and financial planning strategies.

As 2019 comes to an end, the window of opportunity to take advantage of certain financial planning strategies that can reduce the amount of taxes paid is quickly closing. However, using their 2018 tax return as a roadmap, there is still time for Americans to make adjustments to various areas of their financial plans.

In this plain-English webcast, listeners will learn:

  • How to maximize contributions to tax-favored plans including: 401(k)s, IRAs, & HSAs
  • How to double-check estimated taxes/withholdings
  • Important planning considerations for your estate, retirement, investments, insurance and taxes:

    • Is a Roth IRA Conversion right for you
    • How to verify that all RMDs have been correctly calculated
    • Qualified Charitable Distributions (QCD) vs. “regular” charitable contribution
    • Deduction Bunching– Standard deduction vs. itemized deductions
    • What is a Qualified Opportunity Fund (QOF) and how they are used
    • How to maximize the Qualified Business Income (QBI) Deduction
  • And more …

WHAT: Year-End Estate, Tax and Financial Planning in Plain English

WHO: Jeff Levine, CPA/PFS, CEO and Director of Financial Planning at BluePrint Wealth Alliance

WHEN: Thursday, October 17th, 2019, 1:00 – 2:00 PM ET

HOW: Reporters and the public can register online for free here.

Want to know more? Connect with 360 Degrees of Financial Literacy on Facebook and Twitter for tips, insights and motivation to keep your finances on track.

About the AICPA’s PFP Division

The AICPA’s Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy, and guidance for CPAs and other professionals who specialize in providing estate, tax, retirement, risk management, and investment planning advice to individuals, families, and business owners. The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner.

CPA financial planners are held to the highest ethical standards and are uniquely able to integrate their extensive knowledge of tax and business planning with all areas of personal financial planning to provide objective and comprehensive guidance for their clients. The AICPA offers the Personal Financial Specialist (PFS) credential exclusively to CPAs who have demonstrated their expertise in personal financial planning through testing, experience and learning.

About the American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 429,000 members in the United States and worldwide, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for its members and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, offers specialized credentials, builds the pipeline of future talent and drives professional competency development to advance the vitality, relevance and quality of the profession.

About the Association of International Certified Professional Accountants

The Association of International Certified Professional Accountants (the Association) is the most influential body of professional accountants, combining the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) to power opportunity, trust and prosperity for people, businesses and economies worldwide. It represents 657,000 members and students across 179 countries and territories in public and management accounting and advocates for the public interest and business sustainability on current and emerging issues. With broad reach, rigor and resources, the Association advances the reputation, employability and quality of CPAs, CGMAs and accounting and finance professionals globally.


James Schiavone


Jonathan Lynch


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