Presented by National Association of Estate Planners & Councils, this dynamic session will explore hot tax saving ideas tailored for today’s environment. Drawing from the presenters’ 101 Tax Saving Ideas, 11th edition, we’ll delve into some tax saving opportunities for tax reduction across investments, deductions, small business, and retirement planning. The discussion will also encompass ideas and insights on Social Security and Medicare planning. By the end of the presentation, you will be equipped with techniques to reduce taxes and plan for opportunities related to Social Security and Medicare.

Speakers

Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished)
Meara Welch Browne, P.C
Julie A. Welch is a shareholder and Director of Taxation with Meara Welch Browne, P.C. in the Kansas City area where she advises individuals and businesses. She speaks nationally on tax-saving topics and writes for several financial planning and business publications. She was awarded the 2015 AICPA Sid Kess Award for Excellence in Continuing Education.

Randy Gardner, JD, LLM, CPA/PFS, CFP, AEP® (Distinguished)
Goals Gap Planning, LLC
Randy Gardner is the managing member of Goals Gap Planning, LLC, a financial education firm providing services to individuals and financial entities. A former Professor at the University of Missouri, Randy speaks nationally on tax, retirement, and estate planning issues. He also writes for many publications, serves as a columnist for The Journal of Financial Planning, and advises tax and estate planning clients.

Registration Fees

To register, follow the button link. The costs are:

• $40 / Accredited Estate Planner® designee
• $60 / member of CEPC
• $100 / non-member
• $250 / council meeting or group gathering

Register Online

A general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.