With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.
Required Knowledge: Basic course in individual income tax, Social Security, and estate planning
Advanced Preparation: None
Who Should Attend: All Accounting and Finance Professionals, especially those who want to provide the best up-to-the-minute tax advice