Event Calendar
Prev MonthPrev Month Next MonthNext Month
2022 Best of Tax Planning & Retirement Ideas for Individuals -LIVE WEBINAR
Wednesday, August 10, 2022, 8:00 AM - 4:00 PM CDT
Category: Seminars


Tax Speaker Best of Tax Planning & Retirement Ideas-LIVE WEBINAR


August 10th 8am to 4pm

Seminar Rates


$275 Early
$325 After July 27th

Non Members:

$300 Early
$350 After July 27th

Deadline to Register: August 9th



You'll participate from your home or office


CPE - 8 Credits Tax

 Click Here To Register 

Tax Speaker Best of Tax Planning & Retirement Ideas for Individuals

Speaker: Bob Jennings

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

Give the very best accounting care to your individual clients with TaxSpeaker’s course on the Best of Tax Planning and Retirement Ideas for Individuals! 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 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 


Contact: Jolynn McIntosh [email protected] 800-237-4080, 608-325-5250