BEST OF TAX PLANNING WEBINAR
Give the very best accounting care to your individual clients 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 2022 and 2023 Congressional and IRS changes too.
Overall this course comprises three sub-topic: planning ideas for the W-2 taxpayer, planning ideas 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.
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
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
Copyright © 2016 OREGON ASSOCIATION OF INDEPENDENT ACCOUNTANTS
