TaxSpeaker Best of Tax Planning Webinar

TaxSpeaker Best of Tax Planning Webinar
June 03, 2024
09:00 AM - 05:00 PM
Online
100 SPACES LEFT
$300 Members
$450 Non-Members

EVENT DESCRIPTION

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 2023 and 2024 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.

EVENT OBJECTIVE

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.

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:
1

Food Included:

Seminar Number:
3274

Early Cut Off Date:
06/03/2024

Phone:

Venue:
Online Group Internet Based ,

Accommodations:
,

Recommended For:
CPA (8), EA (8), CFP (8)

Approved By:
NASBA, IRS, CFP