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Best of Tax Planning & Retirement Ideas for Individuals

August 10 @ 8:00 am - 4:00 pm CDT

$275.00 – $310.00

Give the very best accounting care to your individual clients with this 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 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 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 and tools needed to utilize the idea presented.

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Details

Date:
August 10
Time:
8:00 am - 4:00 pm CDT
Cost:
$275.00 – $310.00
Event Categories:
,

Venue

Zoom
IL United States
View Venue Website

Organizer

IAAI
Phone:
800-222-2270
Email:
illinoisaccountants@gmail.com
View Organizer Website

Speakers

Other

CPE Hours
8 Federal Tax Topics/8.0 CPE Credit
Level
Intermediate
IRS Program Number
09TAB-T-00387-22-O
Field of Study
Tax

Commercial Members