Webinar: 2026 Best of Tax Planning & Retirement for Individuals

Best of Tax Planning & Retirement Webinar - 8 Hours CPE

Starts at 7:00 a.m. PDT

*****This is a rebroadcast of an earlier webinar. A moderator will be on hand to answer your questions, and if they are unable to do it live, they will get you the answers at a leter date.*****

Lecture presentation plus accompany power point slides. Part 1 reviews 2026 filing requirements, rates and rules. Part 2 analyzes all taxable and exempt fringe benefits for employees. Part 3 explains tax compliance and planning rules for all taxpayers with Part 4 devoted solely to retirement plans and maximizing the tax benefits within the rules. Part 5 educates regarding estate and gift tax rules and utilizing and understanding the limits, with an additional special chapter for trusts and special topics Part 6 devoted primarily to small business compliance with rules for depreciation and deduction, and the course ends with some special tax actions that can be taken by taxpayers in low income years.