Tax Speaker Best Tax Planning & Retirement Ideas for Individuals-LIVE WEBINAR

Date

June 8th 9am to 5pm

Seminar Rates

Members:

$260

Non Members:

$285

Location:

LIVE WEBINAR

You'll participate from your home or office

CPE - 8 Credits Taxation

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Tax Speaker Best Tax Planning & Retirement Ideas for Individuals

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

Speakers: Bob Jennings & Bill Leonard

Designed to guide the practitioner through dozens of old and new planning ideas, this class gives participants the tools needed to help clients through items such as unusual income years, as well as long-term guidance for small businesses and high- and low- income individuals as a rare course designed for tax and retirement planning rather than tax compliance. Suitable for both beginners and long-experienced practitioners, this is an unusual class that is both personally and client-beneficial. It has been updated for 2021 Congressional and IRS changes. The individual tax planning course is divided into three sub-topics: planning ideas for the W-2 taxpayer; planning ideas for the small business owner; and planning ideas for everyone. Each subchapter includes 15-30 planning tools, checklists and example guidance illustrating the rules and tools needed to utilize the idea presented.

Topic Minutes
Introduction, bracket & Rate analyses 30
W-2 Employees Benefits analyses 10
Accountable plans with example 10
Retirement Plans 10
Dependent Care, Cafeteria Plans 20
Health Savings Accounts 10
Other Planning Tips 10
Tips for all Taxpayers Elections 20
Deductions 30
Investments 10
Credits and alternative tax treatments 30
Detailed rate analyses with examples 10
Retirement Tips and Tools QCD’s 10
60 Day rollover waiver 10
Credits and other planning tips 40
10% Penalty exceptions and planning 40
Estate & Gift Planning Tools 50
Business Owner Planning 40
Planning for Loss Years 30

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