Best of Tax Planning & Retirement Ideas for Individuals – REBROADCAST

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. We also added a new “special topics” chapter this year discussing trusts, the incredible1202 and1244 stock rules and the rare Sec 338 S corp step up basis rule.