TaxSpeaker Best of Tax Planning and Retirement Ideas for Individuals WEBINAR

January 01, 1970

12:00 AM

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$0 Members

$0 Non-Members

Speaker:

Bill Leonard CPA TaxSpeaker

EVENT DESCRIPTION

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 lowincome 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!

PLEASE NOTE: Physical manuals are ONLY available to attendees of LIVE SEMINARS; webinar attendees will receive an electronic manual, no exceptions.

EVENT OBJECTIVE

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.

EVENT DETAILS

Company:

TaxSpeaker

Number of Hours:

8 (Recommended)

Prerequisite:

Knowledge of Tax Law Regulations

Program Level:

Update

Knowledge Level:

Intermediate

Delivery Method:

Group Internet Based

Number Of Days:

Food Included:

Seminar Number:

Early Cut Off Date:

01/01/1970

Phone:

Venue:

Accommodations:

Recommended For:

CPA (8), EA (8), Maryland Preparer (8)

Approved By:

NASBA, IRS, State of Maryland