Best of Tax Planning and Retirement ideas for Individuals-LIVE WEBINAR

Date

June 16th 8am to 4pm

Seminar Rates

Members:

$300
$350 After June 2nd

Non Members:

$325
$375 After June 2nd

Deadline to Register: June 14th

Location:

LIVE WEBINAR

You'll participate from your home or office

CPE - 8 Credits Tax

 Click Here To Register 

Best of Tax Planning and Retirement Ideas for Individuals Live Webinar

Speaker: Bob Jennings

 This is a LIVE WEBINAR, not an in person seminar.

Give the very best tax advice to your individual and small business clients with TaxSpeaker’s newly updated planning guide! This course is designed to guide practitioners through dozens of old and new planning concepts and equip you with tools to help clients through unusual income years, long-term guidance for small businesses and high or low-income individuals. This rare instruction allows optimal tax and retirement planning rather than mere tax compliance. Whether you are a seasoned accountant looking for professional development or new to the tax preparation business, our instructors meet you where you are to fully benefit your clients, as well as yourself. We’ve included key updates from 2022 and 2023 Congressional and IRS changes, too! Overall, this course comprises three sub-topics: planning ideas for the W-2 taxpayer, planning for the small business owner, and planning for everyone. Each unit includes 15-30 planning tools, checklists, and example guidance illustrating the rules and tools needed to utilize the idea presented.

What a thorough course. Designed to review old rules and explain new rules, this course covers the gamut of current and future tax planning moves for W-2 employees and retirees; estate and gift planning and business owners; good years, bad years and future years; taxpayers and heirs. Complete with pages of checklists, over 50 immediately useful ideas and deductions this course is guaranteed to provide the student with ideas, clearly defined compliance guidelines, written clear examples, and practitioner oriented implementation steps.

Click Here To Register