Retirement Planning

• Retirement Needs Analysis
  
• Social Security (OASDI or old age, survivor, and disability insurance)
  
• Types of Retirement Plans
  
• Qualified Plan Rules and Options
  
• Other Tax-Advantaged Retirement Plans
  
• Regulatory Considerations (RMD's; pre-mature withdrawals)
  
• Key Factors Affecting Plan Selection for Businesses
  
• Investment Considerations for Retirement Plans
  
• Distribution Rules, Alternatives, and Taxation

Estate Planning

• Characteristics and Consequences of Property Titling
  
• Estate Planning Documents
  
• Gifting Strategies
  
• Incapacity Planning
  
• Powers of Appointment
  
• Types, Features, and Taxation of Trusts
  
• Charitable Transfers
  
• Deferral and Estate Tax Reduction Strategies
  
• Fiduciaries

Tax Strategy Planning*

• Income Tax Fundamentals and Calculations
  
• Characteristics and Income Taxation of Business Entities
  
• Income Taxation of Trusts and Estates
  
• Cost Basis Reporting and Tracking
  
• Tax Consequences of the Disposition of Property
  
• Tax Reduction/Management Techniques
  
• Passive Activity and At-Risk Rules
  
• Tax Implication of Special Circumstances
  
• Charitable Contributions and Deductions

Investment Planning

• Characteristics, Uses, and Taxation of Investment Vehicles
  
• Types of Investment Risk
  
• Quantitative Investment Concepts
  
• Measures of Investment Returns
  
• Asset Allocation and Portfolio Diversification
  
• Accumulation and Distribution
  
• Portfolio Development and Analysis
  
• Investment Strategies

Insurance Planning*

• Principles of Risk and Insurance
  
• Analysis and Evaluation of Risk Exposure
  
• Health Insurance and Health Care Cost Management (Individual)
  
• Disability Income Insurance (Individual)
  
• Long-Term Care Insurance (Individual)
  
• Annuities
  
• Life Insurance (Individual)
  
• Income Taxation of Life Insurance
  
• Business Uses of Insurance
  
• Insurance Needs Analysis