Live Seminar

Event Description

BEST OF TAX PLANNING and Retirement LIVE STREAMING WEBINAR

If registering for both days, make sure you select the package to register for!!!

Due to COVID-19, OAIA has decided that it would still be best for everyone to offer this course as a live streaming webinar.  It will still be taught by Bob Jennings, but you can maintain your social distancing and take it in the comfort of your own office or home via a webinar.  You will register and pay your fee to OAIA the same as a live seminar and than a day or two prior to the seminar, you will be issued log in information to access the webinar and a download code to get the manual.

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:

1. Unusual income years
2. Long-Term guidance for small businesses
3. high- and low-income individuals

This is a rare course designed for tax and retirement planning rather than tax compliance.  Suitable for both beginners and long-experienced practitioners, this is an unusal 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:

• Plannin Ideas for the W-2 Taxpayer
• Planning Ideas for the small business owner
• Planning Ideas for everyone

Eash subchapter includes 15-30 planning tools, checklists and example guidance illustrating the rules and tools needed to utilize the idea presented.