1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Date: November 2, 2022
Time: 08:00 am - 04:00 pm
Cost: $275 to $345
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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2022 Best of Tax Planning and Retirement for Individuals Webinar

Event Description

BEST OF TAX PLANNING and Retirement for Individuals WEBINAR

This will be a rebroadcast of an earlier webinar to better fit in our time zone.


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 low-income individuals.  This rare instruction allows optimal tax and retirement planning rather than mere tax compliance.

Whether you are a seasoned accoutant 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!

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 needed to utilize the idea presented




Additional Information
Course Objective

Upon completion of this course, you will be able to provide your clients with good guidance for tax planning that is best for them.

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

Price for members : $275
Price for nonmembers : $345

Past Seminar.