Cut Your Client's Tax Bill: Individual Tax Planning Tips & Strategies

Cut Your Client's Tax Bill: Individual Tax Planning Tips & Strategies

Cut Your Client's Tax Bill: Individual Tax Planning Tips & Strategies

Presenter

Patrick Kelley, Sole Practitioner, Patrick D. Kelley, CPA

Overview

Make sure your clients are protecting themselves from higher taxes. Learn the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up to date on the latest strategies to preserve your clients' wealth and ensure your role as trusted advisor to your clients.

Course materials include the impact of tax reform brought about by the Tax Cuts and Jobs Act of 2017.

8.0 CPD Credits

Registration

Registration is open through 10/23. Register by 09/23 for Early Bird Pricing.

Member Price

$419 / $369 Early-Bird pricing ends on 09/23/2019.

Nonmember Price

$469 / $419 Early-Bird pricing ends on 09/23/2019.

  • Retired, Part-time, Unemployed and Leave-of-Absence Members save an additional $100
  • AICPA Members save an additional $30

Wednesday, October 23

8:30am to 4:00pm (Check-In 8:00am)

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Northcentral Technical College Center for Business & Industry

1000 W Campus Dr
Wausau, WI 54401

Map and Directions

Course Materials

Note: An electronic copy of course materials is included for all registrants and can be accessed via the My WICPA section 7 days prior to the course date.