TaxSpeaker Tax Planning for Individuals Webinar

EVENT DESCRIPTION

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 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 2019’s Budget bill as well as TCJA effects.

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.