1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Date: June 11, 2021
Time: 08:00 am - 04:00 pm
Cost: $260 to $330
Event Category: Taxes,Accounting,Business Tax,Computer Science,Ethics,Personal Tax,Practice Management
Phone: (503) 282-7247
Email: info@oaia.net
Live Streaming Webinar

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Bob Jennings, CPA, EA
Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.

2021 Best of Tax Planning and Retirement Live Streaming Webinar

Event Description


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.



Additional Information
Course Objective

Upon completion of this course, you will be able to: Know about the latest technological tools that will steamline your practice.

CPE Hours : 8
Level : Basic
Prerequisites : None
Field Of Study : Taxes

Price for members : $260
Price for nonmembers : $330

Past Seminar.