1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: September 25, 2025
Time: 07:00 am - 03:00 pm
Cost: $300.00 to $370.00
Event Category: Taxes,Personal Tax,Practice Management,Payroll
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Live Streaming Webinar

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Speaker

TaxSpeaker
TaxSpeaker

Webinar - 2025 Best of Tax Planning & Retirement for Individuals


Event Description

Best of Tax Planning & Retirement for Individuals

Rebroadcast of earlier live streaming webinar.  Moderator available to answer questions, not actual speaker.

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.

 

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 : $300.00
Price for nonmembers : $370.00


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